Filed February 14, 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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $226,464 |
MERCER11+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $101,771 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $23,533 |
AMERICAN FUNDS5 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $11,250 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $5,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,178 | $102,872+120.8% | $100,534+126.0% | $102,872+120.8% |
| Participation rate | 97.1% | 73.0%+24.1pp | 80.6%+16.5pp | 73.0%+24.1pp |
| Annual return | 19.36% | 19.06%+0.3pp | 32.66%-13.3pp | 19.06%+0.3pp |
| Employer contribution / active EE | $15,179 | $3,526+330.4% | $4,346+249.2% | $3,526+330.4% |
| Participant deferral / active EE | $13,917 | $5,535+151.5% | $6,144+126.5% | $5,535+151.5% |
| Admin fee / account holder | $97 | $292-66.8% | $7,654-98.7% | $292-66.8% |