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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $115,863 |
TRINITY LEGACY PARTNERS LLC3 years Service code 26 · EIN 45-3096569 | Advisory (Participants) | $23,163 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $10,394 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,803 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,645 | $114,195+105.5% | $106,548+120.2% | $93,030+152.2% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.1%+22.6pp | 73.9%+24.8pp |
| Annual return | 15.06% | 22.18%-7.1pp | 26.80%-11.7pp | 158.70%-143.6pp |
| Employer contribution / active EE | $10,855 | $4,009+170.8% | $2,819+285.1% | $2,706+301.2% |
| Participant deferral / active EE | $12,662 | $5,908+114.3% | $4,398+187.9% | $4,562+177.5% |
| Admin fee / account holder | $24 | $105-76.6% | $7,407-99.7% | $152-83.8% |