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 CHOICE9+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $162,045 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1481931 | Recordkeeping | $141,926 |
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 | $172,233 | $103,482+66.4% | $112,887+52.6% | $103,482+66.4% |
| Participation rate | 97.0% | 73.3%+23.8pp | 80.5%+16.5pp | 73.3%+23.8pp |
| Annual return | 14.73% | 33.11%-18.4pp | 34.10%-19.4pp | 33.11%-18.4pp |
| Employer contribution / active EE | $4,863 | $3,208+51.6% | $4,563+6.6% | $3,208+51.6% |
| Participant deferral / active EE | $7,169 | $5,207+37.7% | $6,513+10.1% | $5,207+37.7% |
| Admin fee / account holder | $43 | $114-62.0% | $7,047-99.4% | $114-62.0% |