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 INC3 years Filed as: T. ROWE PRICE RETIREMENT SVCS Service code 12 · EIN 52-1309931 | Investment management fees paid indir... | $1,341 |
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 | $44,873-100.0% | $79,464-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 73.3%-73.3pp | 69.9%-69.9pp |
| Annual return | -5.71% | 0.81%-6.5pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,129 | $2,140+46.2% | $2,800+11.7% | $2,111+48.2% |
| Participant deferral / active EE | $5,055 | $2,746+84.1% | $3,704+36.5% | $3,350+50.9% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |