Filed October 18, 2004 (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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $192,718 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $680 |
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 | $320,915 | $188,991+69.8% | $103,464+210.2% | $199,768+60.6% |
| Participation rate | 98.0% | 93.2%+4.9pp | 80.5%+17.5pp | 72.0%+26.0pp |
| Annual return | 14.61% | 15.75%-1.1pp | 23.91%-9.3pp | 34.26%-19.6pp |
| Employer contribution / active EE | $4,856 | $6,583-26.2% | $4,677+3.8% | $3,037+59.9% |
| Participant deferral / active EE | $14,258 | $10,334+38.0% | $6,624+115.3% | $5,090+180.1% |
| Admin fee / account holder | $69 | $114-39.6% | $9,410-99.3% | $269-74.3% |