Filed August 3, 2000
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 INC11+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $272,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,436 | $128,899+24.5% | $113,168+41.8% | $102,872+56.0% |
| Participation rate | 95.1% | 87.0%+8.1pp | 76.6%+18.6pp | 73.0%+22.1pp |
| Annual return | 13.80% | 15.88%-2.1pp | 24.27%-10.5pp | 19.06%-5.3pp |
| Employer contribution / active EE | $5,381 | $3,713+44.9% | $2,975+80.9% | $3,526+52.6% |
| Participant deferral / active EE | $9,879 | $6,787+45.6% | $5,107+93.5% | $5,535+78.5% |
| Admin fee / account holder | $56 | $129-56.4% | $12,068-99.5% | $292-80.7% |