Filed October 13, 2006 (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 INC1+ years Filed as: T. ROWE PRICE RPS., INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $130,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,509 | $34,910+47.5% | $59,496-13.4% | $69,651-26.0% |
| Participation rate | 52.9% | 37.9%+15.0pp | 54.6%-1.7pp | 66.6%-13.7pp |
| Annual return | 2.11% | 0.39%+1.7pp | 182.05%-179.9pp | 53.77%-51.7pp |
| Employer contribution / active EE | $949 | $496+91.4% | $1,153-17.7% | $2,241-57.6% |
| Participant deferral / active EE | $1,900 | $1,077+76.4% | $1,829+3.9% | $3,635-47.7% |
| Admin fee / account holder | $5 | $60-90.9% | $2,232-99.8% | $63-91.4% |