Filed August 29, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,570 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,654 | $86,897-1.4% | $151,611-43.5% | $64,808+32.2% |
| Participation rate | 98.4% | 87.3%+11.2pp | 87.5%+11.0pp | 71.5%+27.0pp |
| Annual return | -18.47% | -3.57%-14.9pp | 3.33%-21.8pp | 32.82%-51.3pp |
| Employer contribution / active EE | $2,036 | $4,010-49.2% | $6,166-67.0% | $2,506-18.8% |
| Participant deferral / active EE | $5,910 | $6,690-11.7% | $8,363-29.3% | $4,310+37.1% |
| Admin fee / account holder | $8 | $153-94.6% | $11,616-99.9% | $188-95.6% |