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 year Filed as: T. ROWE PRICE RETIREMENT SVCS Service code 12 · EIN 52-1309931 | Redemption fees; Other services; Dist... | $600 |
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 | $43,423-100.0% | $78,689-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 68.0%-68.0pp | 73.6%-73.6pp | 69.0%-69.0pp |
| Annual return | 8.09% | 11.53%-3.4pp | 62.18%-54.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,881 | $1,997+44.3% | $2,851+1.1% | $1,963+46.8% |
| Participant deferral / active EE | $4,898 | $2,509+95.2% | $3,517+39.3% | $3,054+60.4% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |