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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,550 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATION Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: TROWE PRICE ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $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 | $57,919 | $47,648+21.6% | $130,648-55.7% | $67,579-14.3% |
| Participation rate | 91.7% | 60.4%+31.2pp | 71.7%+19.9pp | 71.3%+20.4pp |
| Annual return | 25.57% | 25.73%-0.2pp | 1708.96%-1683.4pp | 378.56%-353.0pp |
| Employer contribution / active EE | $2,036 | $1,408+44.6% | $4,092-50.3% | $2,148-5.2% |
| Participant deferral / active EE | $2,554 | $2,616-2.4% | $3,603-29.1% | $3,539-27.8% |
| Admin fee / account holder | $12 | $105-88.4% | $5,464-99.8% | $142-91.4% |