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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,019 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
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 | $606,204 | $70,879+755.3% | $189,557+219.8% | $79,386+663.6% |
| Participation rate | 95.8% | 68.0%+27.9pp | 78.4%+17.4pp | 70.7%+25.1pp |
| Annual return | 14.43% | 20.70%-6.3pp | 64.17%-49.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $9,519 | $1,806+427.0% | $4,412+115.7% | $2,427+292.1% |
| Participant deferral / active EE | $17,045 | $4,081+317.6% | $6,174+176.1% | $4,046+321.3% |
| Admin fee / account holder | $91 | $647-86.0% | $9,807-99.1% | $626-85.5% |