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 INC2 years Filed as: T. ROWE PRICE RETIREMENT SVCS Service code 12 · EIN 52-1309931 | Other services; Distribution (12b-1) ... | $1,181 |
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 | $50,637-100.0% | $86,590-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 67.9%-67.9pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 17.59% | 20.80%-3.2pp | 964.84%-947.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $3,053 | $2,075+47.1% | $2,839+7.5% | $2,042+49.5% |
| Participant deferral / active EE | $4,959 | $2,611+89.9% | $3,609+37.4% | $3,169+56.5% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |