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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,565 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICES ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,659 | $47,898+32.9% | $117,472-45.8% | $64,808-1.8% |
| Participation rate | 71.2% | 61.9%+9.3pp | 70.6%+0.6pp | 71.5%-0.3pp |
| Annual return | -18.32% | -15.54%-2.8pp | 29.74%-48.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,802 | $1,774+1.6% | $4,176-56.8% | $2,506-28.1% |
| Participant deferral / active EE | $2,548 | $3,151-19.1% | $4,070-37.4% | $4,310-40.9% |
| Admin fee / account holder | $10 | $132-92.6% | $5,645-99.8% | $188-94.8% |