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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,260 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,978 | $92,303-65.4% | $152,466-79.0% | $86,799-63.2% |
| Participation rate | 88.6% | 81.1%+7.6pp | 78.2%+10.4pp | 72.3%+16.4pp |
| Annual return | 13.78% | 531.69%-517.9pp | 757.33%-743.6pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,809 | $3,748-51.7% | $4,327-58.2% | $2,405-24.8% |
| Participant deferral / active EE | $4,572 | $5,599-18.3% | $5,820-21.5% | $4,131+10.7% |
| Admin fee / account holder | $9 | $150-93.8% | $15,805-99.9% | $170-94.5% |