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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $80,009 |
TRINITY LEGACY PARTNERS LLC2 years Service code 26 4888 LOOP CENTRAL DR · HOUSTON, TX 77081 | Advisory (Participants) | $13,990 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $4,537 |
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 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 | $253,018 | $105,190+140.5% | $98,907+155.8% | $90,288+180.2% |
| Participation rate | 99.1% | 86.4%+12.8pp | 76.0%+23.1pp | 73.4%+25.8pp |
| Annual return | 16.23% | 18.52%-2.3pp | 196.43%-180.2pp | 53.97%-37.7pp |
| Employer contribution / active EE | $11,470 | $3,831+199.4% | $2,689+326.6% | $2,524+354.4% |
| Participant deferral / active EE | $13,210 | $5,616+135.2% | $4,244+211.3% | $4,232+212.1% |
| Admin fee / account holder | $25 | $97-74.8% | $6,642-99.6% | $114-78.5% |