Filed April 29, 2002
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 INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $296 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,521 | $106,890-30.3% | $84,015-11.3% | $152,861-51.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.75% | 104.99%-79.2pp | 71.31%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,770 | $2,734+37.9% | $1,983+90.1% | $4,762-20.8% |
| Participant deferral / active EE | $11,789 | $4,011+193.9% | $3,239+264.0% | $5,850+101.5% |
| Admin fee / account holder | $241 | $8,285-97.1% | $6,101-96.1% | $11,596-97.9% |