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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $22,534 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $50 |
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 | $609,519 | $73,360+730.9% | $177,989+242.4% | $74,495+718.2% |
| Participation rate | 99.4% | 66.6%+32.8pp | 77.1%+22.3pp | 67.2%+32.2pp |
| Annual return | 14.32% | 17.49%-3.2pp | 294.48%-280.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $15,073 | $2,216+580.1% | $3,949+281.7% | $2,623+474.6% |
| Participant deferral / active EE | $20,306 | $4,513+349.9% | $6,276+223.5% | $4,346+367.3% |
| Admin fee / account holder | $88 | $1,808-95.1% | $10,363-99.2% | $1,942-95.5% |