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 INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $56,639 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $4,752 |
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 | $252,143 | $75,419+234.3% | $392,568-35.8% | $67,579+273.1% |
| Participation rate | 95.7% | 74.8%+20.9pp | 78.1%+17.6pp | 71.3%+24.4pp |
| Annual return | 23.93% | 36.70%-12.8pp | 24.42%-0.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $4,871 | $2,636+84.8% | $3,783+28.7% | $2,148+126.8% |
| Participant deferral / active EE | $16,295 | $4,347+274.9% | $5,985+172.3% | $3,539+360.4% |
| Admin fee / account holder | $40 | $114-65.1% | $6,260-99.4% | $142-72.1% |