Filed January 6, 2006 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1714114 | Bank Trustee | $8,433 |
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 | $149,225 | $122,709+21.6% | $88,497+68.6% | $57,658+158.8% |
| Participation rate | 97.3% | 89.9%+7.4pp | 82.4%+14.9pp | 70.2%+27.1pp |
| Annual return | 9.15% | 10.63%-1.5pp | 7.63%+1.5pp | 5.13%+4.0pp |
| Employer contribution / active EE | $5,172 | $4,531+14.1% | $4,036+28.1% | $1,974+162.0% |
| Participant deferral / active EE | $7,886 | $6,704+17.6% | $4,899+61.0% | $3,061+157.7% |
| Admin fee / account holder | $9 | $93-89.8% | $6,220-99.8% | $95-90.0% |