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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,460 |
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 | $27,038 | $72,482-62.7% | $129,110-79.1% | $64,808-58.3% |
| Participation rate | 91.1% | 79.2%+11.8pp | 77.3%+13.8pp | 71.5%+19.6pp |
| Annual return | -14.19% | -9.08%-5.1pp | -10.94%-3.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,107 | $4,247-50.4% | $5,052-58.3% | $2,506-15.9% |
| Participant deferral / active EE | $5,545 | $5,679-2.4% | $6,542-15.2% | $4,310+28.6% |
| Admin fee / account holder | $9 | $144-93.9% | $14,302-99.9% | $188-95.3% |