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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,300 |
Employer contribution per participant 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 | $98,598 | $100,227-1.6% | $169,993-42.0% | $74,419+32.5% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.0%+10.0pp | 70.7%+26.3pp |
| Annual return | 19.00% | 66.08%-47.1pp | 53.37%-34.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,553 | $4,263-63.6% | $6,785-77.1% | $2,637-41.1% |
| Participant deferral / active EE | $6,062 | $7,143-15.1% | $10,408-41.8% | $4,528+33.9% |
| Admin fee / account holder | $11 | $234-95.2% | $12,815-99.9% | $348-96.8% |