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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $96,307 |
MERCER3+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $60,750 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 14 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Plan Administrator | $21,508 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $3,580 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,418 | $159,202+14.6% | $97,995+86.2% | $77,958+134.0% |
| Participation rate | 94.9% | 91.5%+3.4pp | 82.4%+12.5pp | 71.6%+23.2pp |
| Annual return | 12.52% | 28.47%-16.0pp | 23.94%-11.4pp | 20.87%-8.4pp |
| Employer contribution / active EE | $11,128 | $4,224+163.4% | $4,158+167.6% | $2,310+381.6% |
| Participant deferral / active EE | $9,699 | $7,461+30.0% | $5,097+90.3% | $3,537+174.3% |
| Admin fee / account holder | $83 | $83+0.2% | $5,943-98.6% | $97-14.9% |