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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,926 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage | $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 | $540,236 | $62,132+769.5% | $185,823+190.7% | $73,488+635.1% |
| Participation rate | 96.5% | 67.8%+28.7pp | 78.0%+18.4pp | 70.7%+25.8pp |
| Annual return | 16.77% | 20.44%-3.7pp | 35.95%-19.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $11,977 | $1,681+612.4% | $4,087+193.0% | $2,270+427.6% |
| Participant deferral / active EE | $17,500 | $3,711+371.6% | $5,632+210.7% | $3,740+368.0% |
| Admin fee / account holder | $98 | $419-76.7% | $9,500-99.0% | $513-80.9% |