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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $39,502 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $19,785 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $262 |
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 | $251,707 | $74,188+239.3% | $115,756+117.4% | $64,808+288.4% |
| Participation rate | 95.2% | 76.2%+19.0pp | 77.1%+18.2pp | 71.5%+23.8pp |
| Annual return | -10.16% | -11.81%+1.6pp | 143.14%-153.3pp | 32.82%-43.0pp |
| Employer contribution / active EE | $5,064 | $3,365+50.5% | $3,793+33.5% | $2,506+102.1% |
| Participant deferral / active EE | $15,689 | $5,294+196.4% | $6,254+150.9% | $4,310+264.0% |
| Admin fee / account holder | $26 | $148-82.2% | $8,124-99.7% | $188-86.0% |