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 year Filed as: T. ROWE PRICE RETIREMENT SVCS Service code 12 · EIN 52-1309931 | Trustee (bank, trust company, or simi... | $1,115 |
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 | $96,231 | $50,637+90.0% | $86,590+11.1% | $62,292+54.5% |
| Participation rate | 73.0% | 67.9%+5.1pp | 73.5%-0.5pp | 69.5%+3.5pp |
| Annual return | 17.05% | 20.80%-3.8pp | 964.84%-947.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $5,252 | $2,075+153.1% | $2,839+85.0% | $2,042+157.2% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $9 | $413-97.9% | $4,906-99.8% | $479-98.2% |