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 RPS, INC Service code 12 · EIN 52-1309931 | Redemption fees; Investment managemen... | $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 | $133,315 | $66,124+101.6% | $90,404+47.5% | $73,488+81.4% |
| Participation rate | 92.0% | 69.7%+22.3pp | 72.7%+19.3pp | 70.7%+21.3pp |
| Annual return | 15.23% | 17.65%-2.4pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $3,171 | $2,346+35.2% | $3,262-2.8% | $2,270+39.7% |
| Participant deferral / active EE | $5,569 | $3,039+83.3% | $3,963+40.5% | $3,740+48.9% |
| Admin fee / account holder | $2 | $396-99.4% | $5,611-100.0% | $513-99.5% |