Filed April 26, 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 | $26,544 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 62 | Float revenue | $0 |
Service code 62 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,719 | $56,972+635.0% | $182,532+129.4% | $65,185+542.4% |
| Participation rate | 96.2% | 66.5%+29.6pp | 78.0%+18.2pp | 70.2%+26.0pp |
| Annual return | 24.42% | 27.67%-3.3pp | 148.54%-124.1pp | 29.38%-5.0pp |
| Employer contribution / active EE | $12,227 | $1,615+657.3% | $4,076+200.0% | $2,177+461.8% |
| Participant deferral / active EE | $15,828 | $3,526+348.9% | $5,524+186.5% | $3,514+350.5% |
| Admin fee / account holder | $92 | $528-82.6% | $8,592-98.9% | $847-89.2% |