Filed September 30, 1999
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 year Filed as: T. ROWE PRICE RET. PLAN SERV., INC. Service code 19 · EIN 52-1481931 | Securities Custodian | $25,410 |
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 | $141,322 | $59,186+138.8% | $76,768+84.1% | $56,287+151.1% |
| Participation rate | 71.3% | 75.2%-4.0pp | 77.0%-5.7pp | 69.9%+1.4pp |
| Annual return | -1.20% | 6.62%-7.8pp | 2.43%-3.6pp | -9.96%+8.8pp |
| Employer contribution / active EE | $2,940 | $1,759+67.2% | $2,485+18.3% | $2,111+39.3% |
| Participant deferral / active EE | $4,658 | $3,255+43.1% | $3,852+20.9% | $3,350+39.0% |
| Admin fee / account holder | $111 | $489-77.2% | $6,675-98.3% | $521-78.6% |