Filed October 6, 2005 (most recent of 2 filings on file)
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 | $37,179 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $7,912 |
EP WEALTH ADVISORS LLC1 year Service code 26 · EIN 33-0152539 | Advisory (Participants) | $6,200 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,809 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,943 | $130,267+139.5% | $145,661+114.2% | $102,872+203.2% |
| Participation rate | 92.6% | 83.3%+9.3pp | 77.2%+15.4pp | 73.0%+19.6pp |
| Annual return | 15.80% | 17.79%-2.0pp | 101.46%-85.7pp | 19.06%-3.3pp |
| Employer contribution / active EE | $5,453 | $4,061+34.3% | $4,238+28.7% | $3,526+54.6% |
| Participant deferral / active EE | $17,071 | $6,550+160.6% | $7,198+137.2% | $5,535+208.4% |
| Admin fee / account holder | $21 | $396-94.8% | $12,466-99.8% | $292-92.9% |