Filed November 29, 2011
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 · EIN 52-1309931 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,709 | $75,183-60.5% | $123,892-76.0% | $55,167-46.1% |
| Participation rate | 73.2% | 72.8%+0.3pp | 81.4%-8.3pp | 69.0%+4.2pp |
| Annual return | 7.54% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $175 | $2,823-93.8% | $4,617-96.2% | $1,963-91.1% |
| Participant deferral / active EE | $4,199 | $5,084-17.4% | $5,984-29.8% | $3,054+37.5% |
| Admin fee / account holder | $35 | $663-94.6% | $8,357-99.6% | $504-93.0% |