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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $70,924 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $27,722 |
Service code 26 4888 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Advisory (Participants) | $11,133 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
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 | $217,086 | $96,403+125.2% | $93,606+131.9% | $77,787+179.1% |
| Participation rate | 98.2% | 87.6%+10.6pp | 75.8%+22.4pp | 73.2%+25.0pp |
| Annual return | 25.74% | 39.36%-13.6pp | 32.76%-7.0pp | 32.57%-6.8pp |
| Employer contribution / active EE | $10,153 | $3,616+180.8% | $2,718+273.6% | $2,504+305.4% |
| Participant deferral / active EE | $11,708 | $5,341+119.2% | $4,069+187.8% | $3,967+195.1% |
| Admin fee / account holder | $27 | $90-69.6% | $7,888-99.7% | $100-72.8% |