Filed February 10, 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 INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,550 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 04-3583801 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES,INC Service code 28 | Investment Management | $0 |
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 | $24,327 | $47,078-48.3% | $100,671-75.8% | $55,191-55.9% |
| Participation rate | 89.9% | 58.0%+31.8pp | 70.7%+19.2pp | 69.2%+20.7pp |
| Annual return | 2.17% | 0.65%+1.5pp | 20.43%-18.3pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,669 | $1,065+56.6% | $4,012-58.4% | $1,899-12.1% |
| Participant deferral / active EE | $1,989 | $2,038-2.4% | $3,144-36.7% | $3,046-34.7% |
| Admin fee / account holder | $16 | $153-89.5% | $4,850-99.7% | $91-82.3% |