Filed August 14, 2002 (most recent of 3 filings on file)
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 | $2,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $46,552 | $67,703-31.2% | $127,761-63.6% | $65,185-28.6% |
| Participation rate | 84.5% | 74.5%+10.0pp | 79.0%+5.5pp | 70.2%+14.3pp |
| Annual return | 19.75% | 24.36%-4.6pp | 26.14%-6.4pp | 29.38%-9.6pp |
| Employer contribution / active EE | $48 | $3,724-98.7% | $4,574-98.9% | $2,177-97.8% |
| Participant deferral / active EE | $201 | $4,787-95.8% | $6,021-96.7% | $3,514-94.3% |
| Admin fee / account holder | $9 | $618-98.5% | $9,395-99.9% | $847-98.9% |