Filed October 18, 2004 (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 9-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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $157,877 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,898 | $67,512+28.7% | $185,823-53.2% | $93,030-6.6% |
| Participation rate | 94.9% | 67.1%+27.7pp | 81.7%+13.2pp | 73.9%+21.0pp |
| Annual return | 14.46% | 21.04%-6.6pp | 122.05%-107.6pp | 158.70%-144.2pp |
| Employer contribution / active EE | $1,559 | $1,783-12.6% | $5,167-69.8% | $2,706-42.4% |
| Participant deferral / active EE | $4,872 | $3,035+60.5% | $5,568-12.5% | $4,562+6.8% |
| Admin fee / account holder | $61 | $318-80.9% | $16,237-99.6% | $152-59.9% |