Filed August 14, 2002 (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.
See the 10-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+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $8,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,981 | $65,263-29.5% | $90,223-49.0% | $55,191-16.7% |
| Participation rate | 88.7% | 79.0%+9.7pp | 79.0%+9.6pp | 69.2%+19.5pp |
| Annual return | 2.35% | 2.81%-0.5pp | 1.31%+1.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,528 | $4,153-63.2% | $4,378-65.1% | $1,899-19.5% |
| Participant deferral / active EE | $4,450 | $5,564-20.0% | $5,792-23.2% | $3,046+46.1% |
| Admin fee / account holder | $33 | $116-72.0% | $7,406-99.6% | $91-64.1% |