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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,975 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE ASSOCIATES Service code 28 · EIN 04-3583801 | 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 | $46,878 | $39,898+17.5% | $121,196-61.3% | $55,725-15.9% |
| Participation rate | 91.8% | 61.2%+30.6pp | 71.7%+20.1pp | 70.9%+21.0pp |
| Annual return | 14.52% | -0.96%+15.5pp | 16.93%-2.4pp | 244.93%-230.4pp |
| Employer contribution / active EE | $1,991 | $1,295+53.8% | $4,022-50.5% | $2,078-4.2% |
| Participant deferral / active EE | $2,460 | $2,439+0.9% | $3,344-26.5% | $3,356-26.7% |
| Admin fee / account holder | $18 | $95-81.1% | $5,019-99.6% | $115-84.4% |