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 INC3+ years Filed as: T. ROWE PRICE RPS., INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,169,059 |
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 | $65,265 | $39,443+65.5% | $73,545-11.3% | $80,976-19.4% |
| Participation rate | 53.2% | 35.9%+17.3pp | 54.9%-1.7pp | 68.3%-15.0pp |
| Annual return | 19.63% | 18.39%+1.2pp | -15.16%+34.8pp | 22.91%-3.3pp |
| Employer contribution / active EE | $992 | $463+114.4% | $1,219-18.7% | $2,402-58.7% |
| Participant deferral / active EE | $2,126 | $1,131+88.0% | $1,806+17.7% | $3,848-44.7% |
| Admin fee / account holder | $47 | $72-34.6% | $2,320-98.0% | $67-30.0% |