Filed July 18, 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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $41,851 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Other commissions; Shareholder servic... | $1,168 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,569 | $122,693-14.8% | $184,203-43.2% | $199,593-47.6% |
| Participation rate | 98.0% | 86.8%+11.2pp | 86.8%+11.2pp | 72.0%+26.1pp |
| Annual return | 14.53% | 143.91%-129.4pp | 28.81%-14.3pp | 34.25%-19.7pp |
| Employer contribution / active EE | $5,897 | $4,584+28.6% | $6,427-8.3% | $3,034+94.3% |
| Participant deferral / active EE | $7,817 | $7,990-2.2% | $9,131-14.4% | $5,087+53.7% |
| Admin fee / account holder | $5 | $121-96.1% | $13,901-100.0% | $269-98.3% |