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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,113 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $223 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $265,938 | $82,093+223.9% | $379,746-30.0% | $73,409+262.3% |
| Participation rate | 96.6% | 76.8%+19.8pp | 78.4%+18.2pp | 72.2%+24.4pp |
| Annual return | 9.87% | 18.89%-9.0pp | 34.90%-25.0pp | 59.29%-49.4pp |
| Employer contribution / active EE | $4,775 | $2,847+67.7% | $3,540+34.9% | $2,234+113.8% |
| Participant deferral / active EE | $16,022 | $4,697+241.1% | $6,024+166.0% | $3,805+321.0% |
| Admin fee / account holder | $38 | $128-70.1% | $7,927-99.5% | $158-75.8% |