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 INC2+ years Filed as: T. ROWE PRICE RPS., INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $129,039 |
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).
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 | $55,510 | $35,463+56.5% | $69,182-19.8% | $329,111-83.1% |
| Participation rate | 53.0% | 34.6%+18.4pp | 55.1%-2.1pp | 67.9%-14.9pp |
| Annual return | 7.80% | 7.72%+0.1pp | -21.93%+29.7pp | 16.35%-8.6pp |
| Employer contribution / active EE | $937 | $449+108.6% | $1,206-22.3% | $2,303-59.3% |
| Participant deferral / active EE | $1,928 | $1,018+89.4% | $1,897+1.6% | $3,682-47.6% |
| Admin fee / account holder | $5 | $64-91.7% | $2,697-99.8% | $754-99.3% |