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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,855 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICES ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,423 | $62,723+36.2% | $142,863-40.2% | $86,799-1.6% |
| Participation rate | 85.7% | 62.6%+23.1pp | 71.9%+13.7pp | 72.3%+13.4pp |
| Annual return | 16.06% | 17.62%-1.6pp | 5637.54%-5621.5pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,405 | $1,627+47.9% | $4,144-41.9% | $2,4050% |
| Participant deferral / active EE | $3,013 | $3,039-0.8% | $3,837-21.5% | $4,131-27.1% |
| Admin fee / account holder | $9 | $140-93.7% | $6,560-99.9% | $170-94.8% |