Filed February 10, 2003
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 RETIREMENT PLAN SVCS Service code 12 · EIN 52-1309931 | Shareholder servicing fees; Redemptio... | $3,000 |
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 | $57,948 | $41,854+38.5% | $73,843-21.5% | $52,331+10.7% |
| Participation rate | 88.6% | 66.2%+22.4pp | 73.4%+15.2pp | 68.1%+20.5pp |
| Annual return | -0.10% | 2.11%-2.2pp | 2267.84%-2267.9pp | 4.54%-4.6pp |
| Employer contribution / active EE | $6,592 | $1,920+243.3% | $2,787+136.5% | $1,882+250.3% |
| Participant deferral / active EE | $0 | $2,498-100.0% | $3,583-100.0% | $3,022-100.0% |
| Admin fee / account holder | $18 | $493-96.4% | $4,880-99.6% | $592-97.0% |