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 INC6+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $256,148 |
GUIDED CHOICE6+ years Service code 27 · EIN 77-0514963 | Advisory (Plan) | $171,204 |
Annual investment return 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 | $186,294 | $187,277-0.5% | $112,977+64.9% | $90,288+106.3% |
| Participation rate | 97.4% | 91.6%+5.9pp | 82.6%+14.9pp | 73.4%+24.1pp |
| Annual return | 9.02% | 26.33%-17.3pp | 24.24%-15.2pp | 53.97%-45.0pp |
| Employer contribution / active EE | $4,238 | $5,263-19.5% | $4,255-0.4% | $2,524+67.9% |
| Participant deferral / active EE | $6,496 | $8,833-26.5% | $5,836+11.3% | $4,232+53.5% |
| Admin fee / account holder | $79 | $102-22.5% | $6,294-98.7% | $114-31.0% |