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 INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,015 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISIORY FUND Service code 28 · EIN 52-1952888 | Investment Management | $0 |
Filed as: DIMENSIONAL FUND Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUND Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICES ASSOCIATES Service code 28 · EIN 04-3583801 | Investment Management | $0 |
TIAA1 year Filed as: TIAA FUND Service code 28 · EIN 13-1624203 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,790 | $53,345+8.3% | $121,098-52.3% | $74,419-22.3% |
| Participation rate | 85.0% | 60.0%+25.0pp | 69.5%+15.5pp | 70.7%+14.3pp |
| Annual return | 18.32% | 35.15%-16.8pp | 985.75%-967.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,704 | $1,898-10.3% | $4,164-59.1% | $2,637-35.4% |
| Participant deferral / active EE | $2,610 | $3,221-18.9% | $4,080-36.0% | $4,528-42.3% |
| Admin fee / account holder | $11 | $382-97.0% | $5,644-99.8% | $348-96.7% |