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 8-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 | Custodial (securities); Redemption fe... | $1,400 |
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 | $0 | $41,854-100.0% | $73,843-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | -0.33% | 2.11%-2.4pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,105 | $1,920+61.7% | $2,787+11.4% | $1,882+65.0% |
| Participant deferral / active EE | $5,284 | $2,498+111.5% | $3,583+47.5% | $3,022+74.9% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |