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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,129 |
AMERICAN FUNDS1 year Filed as: CAPITAL CITIES LLC Service code 16 426 EAST NEW YORK AVE · INDIANAPOLIS, IN 46202 | Consulting | $37,500 |
Service code 27 · EIN 20-0822261 | Advisory (Plan) | $10,753 |
FISHER INVESTMENTS1 year Service code 27 · EIN 20-2480800 | Advisory (Plan) | $6,942 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $5,044 |
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 | $257,298 | $187,277+37.4% | $112,977+127.7% | $90,288+185.0% |
| Participation rate | 96.8% | 91.6%+5.3pp | 82.6%+14.3pp | 73.4%+23.5pp |
| Annual return | 18.73% | 26.33%-7.6pp | 24.24%-5.5pp | 53.97%-35.2pp |
| Employer contribution / active EE | $11,738 | $5,263+123.0% | $4,255+175.9% | $2,524+365.0% |
| Participant deferral / active EE | $11,299 | $8,833+27.9% | $5,836+93.6% | $4,232+167.0% |
| Admin fee / account holder | $75 | $102-26.4% | $6,294-98.8% | $114-34.4% |