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 INC7+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $14,126 |
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 | $106,481 | $118,849-10.4% | $96,562+10.3% | $167,490-36.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.74% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,257 | $3,120+36.5% | $2,356+80.7% | $4,837-12.0% |
| Participant deferral / active EE | $11,884 | $4,616+157.5% | $3,849+208.8% | $6,341+87.4% |
| Admin fee / account holder | $76 | $8,065-99.1% | $6,181-98.8% | $12,309-99.4% |