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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $141,958 |
TRINITY LEGACY PARTNERS LLC4 years Service code 26 · EIN 45-3096569 | Advisory (Participants) | $24,861 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,991 |
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 | $187,829 | $136,266+37.8% | $90,749+107.0% | $77,904+141.1% |
| Participation rate | 97.8% | 86.6%+11.2pp | 75.7%+22.1pp | 73.7%+24.1pp |
| Annual return | -16.13% | -11.32%-4.8pp | -12.16%-4.0pp | 12.21%-28.3pp |
| Employer contribution / active EE | $10,498 | $4,215+149.1% | $2,921+259.4% | $2,848+268.7% |
| Participant deferral / active EE | $12,598 | $6,353+98.3% | $4,564+176.0% | $4,806+162.1% |
| Admin fee / account holder | $27 | $399-93.3% | $8,445-99.7% | $133-79.9% |