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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $200,616 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $5,446 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,911 | $168,477+47.7% | $105,387+136.2% | $77,787+220.0% |
| Participation rate | 98.6% | 91.6%+7.0pp | 82.6%+16.1pp | 73.2%+25.4pp |
| Annual return | 21.09% | 25.62%-4.5pp | 26.82%-5.7pp | 32.57%-11.5pp |
| Employer contribution / active EE | $4,046 | $4,957-18.4% | $4,213-4.0% | $2,504+61.5% |
| Participant deferral / active EE | $11,504 | $8,141+41.3% | $5,502+109.1% | $3,967+190.0% |
| Admin fee / account holder | $79 | $103-23.2% | $6,559-98.8% | $100-21.4% |