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 INC9+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $49,629 |
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 | $107,370 | $102,604+4.6% | $86,188+24.6% | $139,434-23.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 25.31% | 1922.51%-1897.2pp | 1168.45%-1143.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,112 | $3,032+35.6% | $2,380+72.8% | $4,751-13.4% |
| Participant deferral / active EE | $12,770 | $4,676+173.1% | $3,985+220.4% | $6,710+90.3% |
| Admin fee / account holder | $297 | $8,657-96.6% | $6,852-95.7% | $11,403-97.4% |