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 INC2 years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,546 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,487 | $2,679,533-98.3% | $164,813-73.0% | $199,593-77.7% |
| Participation rate | 39.1% | 78.3%-39.2pp | 78.6%-39.5pp | 72.0%-32.9pp |
| Annual return | 16.96% | 17.93%-1.0pp | 69.93%-53.0pp | 34.25%-17.3pp |
| Employer contribution / active EE | $0 | $2,970-100.0% | $4,341-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,057 | $5,010-58.9% | $6,031-65.9% | $5,087-59.6% |
| Admin fee / account holder | $66 | $1,982-96.7% | $12,690-99.5% | $269-75.3% |