Filed July 11, 2000 (most recent of 4 filings on file)
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 |
|---|---|---|
GUIDED CHOICE10+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $161,016 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $148,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,829 | $99,062+85.6% | $103,476+77.7% | $99,062+85.6% |
| Participation rate | 97.3% | 71.6%+25.6pp | 80.5%+16.7pp | 71.6%+25.6pp |
| Annual return | 15.88% | 17.66%-1.8pp | 23.90%-8.0pp | 17.66%-1.8pp |
| Employer contribution / active EE | $5,283 | $3,262+61.9% | $4,672+13.1% | $3,262+61.9% |
| Participant deferral / active EE | $7,577 | $5,331+42.1% | $6,623+14.4% | $5,331+42.1% |
| Admin fee / account holder | $50 | $109-54.2% | $9,413-99.5% | $109-54.2% |