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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $69,536 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $80 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,245 | $43,113+621.9% | $82,719+276.3% | $77,904+299.5% |
| Participation rate | 93.9% | 63.8%+30.0pp | 72.6%+21.3pp | 73.7%+20.2pp |
| Annual return | -16.99% | 2.60%-19.6pp | 701.18%-718.2pp | 12.21%-29.2pp |
| Employer contribution / active EE | $14,735 | $1,924+665.7% | $3,009+389.7% | $2,848+417.4% |
| Participant deferral / active EE | $11,687 | $3,057+282.4% | $4,395+165.9% | $4,806+143.2% |
| Admin fee / account holder | $46 | $102-55.3% | $5,329-99.1% | $133-65.5% |