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 CHOICE8+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $163,655 |
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $122,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,089 | $153,281+7.1% | $93,789+75.0% | $77,904+110.6% |
| Participation rate | 96.2% | 92.2%+3.9pp | 81.0%+15.2pp | 73.7%+22.5pp |
| Annual return | -11.27% | -5.55%-5.7pp | -11.33%+0.1pp | 12.21%-23.5pp |
| Employer contribution / active EE | $4,667 | $5,690-18.0% | $4,323+8.0% | $2,848+63.9% |
| Participant deferral / active EE | $6,763 | $9,364-27.8% | $6,094+11.0% | $4,806+40.7% |
| Admin fee / account holder | $51 | $114-55.7% | $7,195-99.3% | $133-61.8% |