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 INC3 years Filed as: T. ROWE PRICE RET. PLAN SERV., INC. Service code 19 · EIN 52-1481931 | Securities Custodian | $27,845 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,576 | $73,638+124.9% | $95,952+72.6% | $73,488+125.3% |
| Participation rate | 73.0% | 76.2%-3.1pp | 77.1%-4.0pp | 70.7%+2.4pp |
| Annual return | 10.05% | 16.78%-6.7pp | 91.61%-81.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $3,128 | $1,863+67.9% | $2,541+23.1% | $2,270+37.8% |
| Participant deferral / active EE | $5,088 | $3,617+40.7% | $4,167+22.1% | $3,740+36.1% |
| Admin fee / account holder | $128 | $482-73.5% | $6,795-98.1% | $513-75.1% |