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 INC4+ years Filed as: T. ROWE PRICE RPS., INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,238,918 |
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 | $63,065 | $37,383+68.7% | $71,086-11.3% | $73,367-14.0% |
| Participation rate | 43.1% | 33.8%+9.2pp | 54.7%-11.6pp | 69.5%-26.4pp |
| Annual return | -3.58% | 0.47%-4.1pp | 650.59%-654.2pp | 173.45%-177.0pp |
| Employer contribution / active EE | $854 | $490+74.4% | $1,088-21.5% | $2,499-65.8% |
| Participant deferral / active EE | $1,872 | $1,117+67.6% | $1,874-0.1% | $4,033-53.6% |
| Admin fee / account holder | $50 | $75-33.0% | $3,082-98.4% | $68-26.9% |