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 INC2 years Filed as: T. ROWE PRICE RET. PLAN SERV., INC. Service code 19 · EIN 52-1481931 | Securities Custodian | $28,977 |
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 | $151,383 | $65,376+131.6% | $87,100+73.8% | $65,185+132.2% |
| Participation rate | 74.3% | 75.3%-1.0pp | 76.9%-2.6pp | 70.2%+4.1pp |
| Annual return | 10.91% | 31.27%-20.4pp | 28.19%-17.3pp | 29.38%-18.5pp |
| Employer contribution / active EE | $2,949 | $1,822+61.8% | $2,521+17.0% | $2,177+35.5% |
| Participant deferral / active EE | $4,774 | $3,388+40.9% | $4,049+17.9% | $3,514+35.9% |
| Admin fee / account holder | $128 | $520-75.3% | $7,497-98.3% | $847-84.9% |