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 INC5+ years Filed as: T. ROWE PRICE RPS., INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,337,315 |
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 | $71,125 | $43,471+63.6% | $74,701-4.8% | $89,569-20.6% |
| Participation rate | 51.1% | 36.3%+14.8pp | 54.5%-3.4pp | 69.6%-18.5pp |
| Annual return | 29.53% | 24.97%+4.6pp | 752.92%-723.4pp | 34.56%-5.0pp |
| Employer contribution / active EE | $1,032 | $554+86.4% | $1,084-4.8% | $2,584-60.1% |
| Participant deferral / active EE | $2,316 | $1,177+96.9% | $1,964+18.0% | $4,220-45.1% |
| Admin fee / account holder | $47 | $74-37.0% | $3,333-98.6% | $72-35.0% |