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 | $33,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,531 | $84,993-50.0% | $129,995-67.3% | $80,160-46.9% |
| Participation rate | 39.4% | 79.5%-40.2pp | 78.5%-39.1pp | 72.9%-33.6pp |
| Annual return | -14.60% | 23.76%-38.4pp | -137.18%+122.6pp | 40.38%-55.0pp |
| Employer contribution / active EE | $0 | $3,051-100.0% | $4,320-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,757 | $4,984-64.7% | $5,820-69.8% | $5,017-65.0% |
| Admin fee / account holder | $50 | $391-87.2% | $10,614-99.5% | $145-65.5% |