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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $197,531 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $305 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $277,946 | $187,277+48.4% | $112,977+146.0% | $90,288+207.8% |
| Participation rate | 98.5% | 91.6%+6.9pp | 82.6%+15.9pp | 73.4%+25.1pp |
| Annual return | 13.84% | 26.33%-12.5pp | 24.24%-10.4pp | 53.97%-40.1pp |
| Employer contribution / active EE | $4,037 | $5,263-23.3% | $4,255-5.1% | $2,524+59.9% |
| Participant deferral / active EE | $11,732 | $8,833+32.8% | $5,836+101.0% | $4,232+177.2% |
| Admin fee / account holder | $75 | $102-26.0% | $6,294-98.8% | $114-34.1% |