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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $277,837 |
GUIDED CHOICE4+ years Service code 27 · EIN 77-0514963 | Advisory (Plan) | $178,932 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,913 | $144,389+8.7% | $90,782+72.8% | $75,289+108.4% |
| Participation rate | 96.9% | 92.2%+4.7pp | 82.7%+14.2pp | 72.4%+24.5pp |
| Annual return | 1.27% | 0.91%+0.4pp | -3.42%+4.7pp | -0.04%+1.3pp |
| Employer contribution / active EE | $3,399 | $4,529-25.0% | $4,105-17.2% | $2,405+41.3% |
| Participant deferral / active EE | $5,721 | $7,882-27.4% | $5,366+6.6% | $3,739+53.0% |
| Admin fee / account holder | $84 | $102-17.6% | $5,908-98.6% | $102-17.6% |