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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $194,853 |
TRINITY LEGACY PARTNERS LLC6 years Service code 26 · EIN 45-3096569 | Advisory (Participants) | $10,932 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7,271 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,584 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,689 | $112,623+104.8% | $106,213+117.2% | $199,593+15.6% |
| Participation rate | 95.6% | 86.2%+9.4pp | 75.3%+20.3pp | 72.0%+23.6pp |
| Annual return | 16.41% | 15.57%+0.8pp | 116.14%-99.7pp | 34.25%-17.8pp |
| Employer contribution / active EE | $10,689 | $4,575+133.6% | $3,171+237.0% | $3,034+252.3% |
| Participant deferral / active EE | $12,811 | $6,659+92.4% | $5,016+155.4% | $5,087+151.8% |
| Admin fee / account holder | $33 | $107-69.1% | $11,033-99.7% | $269-87.7% |