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 CHOICE3+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $173,926 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $51,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,482 | $159,202+0.8% | $97,995+63.8% | $77,958+105.9% |
| Participation rate | 97.8% | 91.5%+6.3pp | 82.4%+15.4pp | 71.6%+26.2pp |
| Annual return | 18.89% | 28.47%-9.6pp | 23.94%-5.0pp | 20.87%-2.0pp |
| Employer contribution / active EE | $2,527 | $4,224-40.2% | $4,158-39.2% | $2,310+9.4% |
| Participant deferral / active EE | $5,461 | $7,461-26.8% | $5,097+7.2% | $3,537+54.4% |
| Admin fee / account holder | $42 | $83-49.3% | $5,943-99.3% | $97-57.0% |