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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $200,324 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $1,016 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,031 | $159,202+40.1% | $97,995+127.6% | $77,958+186.1% |
| Participation rate | 98.6% | 91.5%+7.2pp | 82.4%+16.3pp | 71.6%+27.0pp |
| Annual return | 15.66% | 28.47%-12.8pp | 23.94%-8.3pp | 20.87%-5.2pp |
| Employer contribution / active EE | $3,693 | $4,224-12.6% | $4,158-11.2% | $2,310+59.8% |
| Participant deferral / active EE | $9,745 | $7,461+30.6% | $5,097+91.2% | $3,537+175.6% |
| Admin fee / account holder | $78 | $83-5.2% | $5,943-98.7% | $97-19.5% |