Filed April 7, 2006
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $333,222 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $15,095 |
TRINITY LEGACY PARTNERS LLC7 years Service code 26 · EIN 45-3096569 | Advisory (Participants) | $12,416 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7,090 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $7,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $267,616 | $123,077+117.4% | $116,228+130.3% | $102,872+160.1% |
| Participation rate | 96.8% | 87.0%+9.8pp | 74.6%+22.2pp | 73.0%+23.7pp |
| Annual return | 16.33% | 15.84%+0.5pp | 90.06%-73.7pp | 19.06%-2.7pp |
| Employer contribution / active EE | $12,425 | $4,380+183.6% | $2,994+314.9% | $3,526+252.3% |
| Participant deferral / active EE | $14,433 | $6,746+114.0% | $4,953+191.4% | $5,535+160.8% |
| Admin fee / account holder | $58 | $115-49.7% | $11,989-99.5% | $292-80.1% |