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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $165,030 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,934 | $104,631+97.8% | $98,439+110.2% | $80,160+158.2% |
| Participation rate | 98.0% | 87.5%+10.4pp | 75.2%+22.8pp | 72.9%+25.1pp |
| Annual return | 17.89% | 34.72%-16.8pp | 21.16%-3.3pp | 40.38%-22.5pp |
| Employer contribution / active EE | $10,244 | $4,517+126.8% | $3,048+236.1% | $2,978+244.0% |
| Participant deferral / active EE | $12,365 | $6,545+88.9% | $4,738+161.0% | $5,017+146.4% |
| Admin fee / account holder | $28 | $105-72.8% | $8,948-99.7% | $145-80.3% |