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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,598 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $532,721 | $65,390+714.7% | $169,368+214.5% | $71,457+645.5% |
| Participation rate | 97.6% | 67.0%+30.7pp | 77.1%+20.5pp | 67.9%+29.7pp |
| Annual return | 17.62% | 21.31%-3.7pp | 405.60%-388.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $13,591 | $2,079+553.8% | $4,013+238.7% | $2,588+425.2% |
| Participant deferral / active EE | $18,815 | $4,367+330.8% | $6,221+202.4% | $4,289+338.7% |
| Admin fee / account holder | $86 | $1,324-93.5% | $9,003-99.0% | $1,587-94.6% |