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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,840 |
NORTHERN TRUST COMPANY3 years Service code 19 · EIN 36-1561860 | Securities Custodian | $10,686 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,225 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $656 |
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 | $291,716 | $148,970+95.8% | $136,007+114.5% | $199,593+46.2% |
| Participation rate | 95.7% | 79.4%+16.4pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 16.67% | 27.07%-10.4pp | 579.32%-562.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $5,639 | $3,561+58.3% | $4,217+33.7% | $3,034+85.8% |
| Participant deferral / active EE | $17,643 | $6,140+187.3% | $7,025+151.2% | $5,087+246.8% |
| Admin fee / account holder | $23 | $144-84.3% | $6,858-99.7% | $269-91.6% |