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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,236 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $500 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $15 |
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 | $270,207 | $82,978+225.6% | $130,231+107.5% | $74,419+263.1% |
| Participation rate | 94.5% | 73.7%+20.8pp | 76.3%+18.2pp | 70.7%+23.7pp |
| Annual return | 16.85% | 123.05%-106.2pp | 38.77%-21.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $5,209 | $3,391+53.6% | $4,126+26.3% | $2,637+97.5% |
| Participant deferral / active EE | $16,512 | $5,370+207.5% | $6,799+142.9% | $4,528+264.7% |
| Admin fee / account holder | $23 | $354-93.4% | $6,020-99.6% | $348-93.3% |