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 Service code 12 · EIN 52-1309931 | Claims processing; Custodial (securit... | $694 |
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 | $114,527 | $51,620+121.9% | $90,281+26.9% | $65,185+75.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.83% | 24.94%-1.1pp | 78.10%-54.3pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,618 | $2,235+61.9% | $2,854+26.7% | $2,177+66.2% |
| Participant deferral / active EE | $6,042 | $2,871+110.5% | $3,885+55.5% | $3,514+71.9% |
| Admin fee / account holder | $4 | $384-98.9% | $5,351-99.9% | $847-99.5% |