Filed April 26, 2006 (most recent of 2 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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $74,776 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $514 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,700 | $44,794+533.3% | $90,281+214.2% | $77,787+264.7% |
| Participation rate | 93.4% | 66.6%+26.9pp | 73.3%+20.2pp | 73.2%+20.2pp |
| Annual return | 18.62% | 28.23%-9.6pp | 78.10%-59.5pp | 32.57%-14.0pp |
| Employer contribution / active EE | $12,785 | $1,809+606.9% | $2,854+347.9% | $2,504+410.5% |
| Participant deferral / active EE | $10,417 | $2,642+294.3% | $3,885+168.1% | $3,967+162.6% |
| Admin fee / account holder | $51 | $94-45.8% | $5,351-99.0% | $100-48.9% |