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 INC2+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 12 · EIN 52-1309931 | Trustee (bank, trust company, or simi... | $1,950 |
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 | $76,913 | $43,423+77.1% | $78,689-2.3% | $55,167+39.4% |
| Participation rate | 85.0% | 68.0%+16.9pp | 73.6%+11.4pp | 69.0%+16.0pp |
| Annual return | 8.26% | 11.53%-3.3pp | 62.18%-53.9pp | 169.23%-161.0pp |
| Employer contribution / active EE | $5,577 | $1,997+179.3% | $2,851+95.6% | $1,963+184.2% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $416-96.7% | $4,510-99.7% | $504-97.3% |