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 INC6+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $750 |
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 | $94,749 | $112,881-16.1% | $90,951+4.2% | $158,922-40.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.52% | 215.79%-191.3pp | 134.60%-110.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,971 | $2,893+37.3% | $2,122+87.1% | $4,761-16.6% |
| Participant deferral / active EE | $11,196 | $4,128+171.2% | $3,373+231.9% | $5,982+87.2% |
| Admin fee / account holder | $287 | $8,041-96.4% | $5,959-95.2% | $11,246-97.4% |