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 INC4+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $283,601 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,523 | $78,852+17.3% | $76,768+20.5% | $75,289+22.9% |
| Participation rate | 95.9% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.5pp |
| Annual return | -16.69% | -1.29%-15.4pp | 2.43%-19.1pp | -0.04%-16.7pp |
| Employer contribution / active EE | $4,641 | $2,794+66.1% | $2,485+86.8% | $2,405+93.0% |
| Participant deferral / active EE | $5,922 | $4,800+23.4% | $3,852+53.8% | $3,739+58.4% |
| Admin fee / account holder | $47 | $79-40.4% | $6,675-99.3% | $102-54.0% |