Filed December 30, 2003 (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 INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,763 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,715 | $91,372-65.3% | $129,995-75.6% | $74,419-57.4% |
| Participation rate | 83.2% | 77.8%+5.4pp | 78.5%+4.7pp | 70.7%+12.5pp |
| Annual return | 108.38% | 23.21%+85.2pp | -137.18%+245.6pp | 34.38%+74.0pp |
| Employer contribution / active EE | $1,502 | $2,563-41.4% | $4,320-65.2% | $2,637-43.1% |
| Participant deferral / active EE | $2,553 | $4,721-45.9% | $5,820-56.1% | $4,528-43.6% |
| Admin fee / account holder | $39 | $283-86.1% | $10,614-99.6% | $348-88.7% |