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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,180 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,612 | $102,197-66.1% | $142,449-75.7% | $74,419-53.5% |
| Participation rate | 88.3% | 79.8%+8.4pp | 76.8%+11.5pp | 70.7%+17.5pp |
| Annual return | 18.11% | 19.73%-1.6pp | 19.99%-1.9pp | 34.38%-16.3pp |
| Employer contribution / active EE | $4,626 | $5,052-8.4% | $4,847-4.6% | $2,637+75.4% |
| Participant deferral / active EE | $6,141 | $6,304-2.6% | $6,283-2.3% | $4,528+35.6% |
| Admin fee / account holder | $14 | $186-92.7% | $10,011-99.9% | $348-96.1% |