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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,800 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
T ROWE PRICE RPS INC2 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 | $33,055 | $45,324-27.1% | $122,332-73.0% | $69,631-52.5% |
| Participation rate | 96.3% | 59.9%+36.4pp | 71.6%+24.7pp | 70.7%+25.6pp |
| Annual return | 19.51% | 25.35%-5.8pp | 30.27%-10.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $2,041 | $1,230+66.0% | $4,050-49.6% | $2,032+0.4% |
| Participant deferral / active EE | $2,346 | $2,367-0.9% | $3,287-28.6% | $3,224-27.2% |
| Admin fee / account holder | $5 | $87-94.7% | $5,478-99.9% | $110-95.9% |