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 SVCS Service code 12 · EIN 52-1309931 | Account maintenance fees; Float reven... | $1,048 |
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 | $83,392 | $44,873+85.8% | $79,464+4.9% | $56,287+48.2% |
| Participation rate | 70.3% | 68.7%+1.5pp | 73.3%-3.1pp | 69.9%+0.4pp |
| Annual return | -4.64% | 0.81%-5.5pp | 718.14%-722.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,950 | $2,140+131.3% | $2,800+76.8% | $2,111+134.5% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $418-98.2% | $5,113-99.9% | $521-98.6% |