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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,561 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $456,753 | $59,159+672.1% | $159,960+185.5% | $66,914+582.6% |
| Participation rate | 95.9% | 68.1%+27.8pp | 78.0%+17.9pp | 69.8%+26.1pp |
| Annual return | -18.35% | -12.26%-6.1pp | 408.60%-427.0pp | 1.58%-19.9pp |
| Employer contribution / active EE | $12,425 | $1,983+526.6% | $4,226+194.0% | $2,544+388.3% |
| Participant deferral / active EE | $16,927 | $4,395+285.2% | $6,182+173.8% | $4,237+299.5% |
| Admin fee / account holder | $90 | $591-84.7% | $8,698-99.0% | $593-84.8% |