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 INC5+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $367,904 |
GUIDED CHOICE5+ years Service code 27 · EIN 77-0514963 | Advisory (Plan) | $130,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,419 | $168,477+5.3% | $105,387+68.4% | $77,787+128.1% |
| Participation rate | 97.0% | 91.6%+5.4pp | 82.6%+14.5pp | 73.2%+23.8pp |
| Annual return | 22.51% | 25.62%-3.1pp | 26.82%-4.3pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,714 | $4,957-25.1% | $4,213-11.9% | $2,504+48.3% |
| Participant deferral / active EE | $5,931 | $8,141-27.1% | $5,502+7.8% | $3,967+49.5% |
| Admin fee / account holder | $90 | $103-12.1% | $6,559-98.6% | $100-9.9% |