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 |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,000 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,375 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,560 | $58,778+14.9% | $129,207-47.7% | $77,643-13.0% |
| Participation rate | 84.9% | 59.2%+25.6pp | 69.6%+15.3pp | 70.6%+14.3pp |
| Annual return | 14.37% | 24.73%-10.4pp | 9417.33%-9403.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,928 | $1,952-1.2% | $4,153-53.6% | $2,726-29.3% |
| Participant deferral / active EE | $2,811 | $3,212-12.5% | $4,168-32.6% | $4,647-39.5% |
| Admin fee / account holder | $70 | $589-88.1% | $7,715-99.1% | $430-83.7% |