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 INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,965 |
PIMCO FUNDS2 years 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 INC3 years Filed as: TROWE PRICE ASSOCIATES Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,014 | $54,121+25.7% | $134,143-49.3% | $73,409-7.4% |
| Participation rate | 91.0% | 64.4%+26.6pp | 72.2%+18.8pp | 72.2%+18.8pp |
| Annual return | 17.82% | -312.52%+330.3pp | 36.33%-18.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,294 | $1,402+63.6% | $3,704-38.1% | $2,234+2.7% |
| Participant deferral / active EE | $2,930 | $2,844+3.0% | $3,499-16.3% | $3,805-23.0% |
| Admin fee / account holder | $9 | $132-93.4% | $6,684-99.9% | $158-94.5% |