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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,500 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year 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 | $27,420 | $41,281-33.6% | $109,313-74.9% | $57,658-52.4% |
| Participation rate | 90.6% | 59.3%+31.3pp | 71.3%+19.4pp | 70.2%+20.4pp |
| Annual return | 7.58% | 8.97%-1.4pp | 22.07%-14.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,833 | $1,201+52.6% | $3,892-52.9% | $1,974-7.1% |
| Participant deferral / active EE | $2,111 | $2,223-5.1% | $3,166-33.3% | $3,061-31.0% |
| Admin fee / account holder | $4 | $75-94.7% | $5,666-99.9% | $95-95.7% |