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 RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
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 | $102,927 | $66,124+55.7% | $90,404+13.9% | $73,488+40.1% |
| Participation rate | 89.3% | 69.7%+19.6pp | 72.7%+16.6pp | 70.7%+18.6pp |
| Annual return | 13.70% | 17.65%-4.0pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $5,887 | $2,346+150.9% | $3,262+80.5% | $2,270+159.3% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $396-99.3% | $5,611-100.0% | $513-99.5% |