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 CHOICE2+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $197,933 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $21,834 |
Employer contribution per participant 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 | $137,238 | $144,604-5.1% | $88,497+55.1% | $63,975+114.5% |
| Participation rate | 98.2% | 91.8%+6.3pp | 82.4%+15.8pp | 71.1%+27.0pp |
| Annual return | 14.73% | 9.63%+5.1pp | 7.63%+7.1pp | 48.65%-33.9pp |
| Employer contribution / active EE | $657 | $4,008-83.6% | $4,036-83.7% | $2,182-69.9% |
| Participant deferral / active EE | $5,317 | $7,027-24.3% | $4,899+8.5% | $3,356+58.4% |
| Admin fee / account holder | $40 | $78-49.2% | $6,220-99.4% | $70-43.4% |