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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,347 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $623 |
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 | $313,036 | $211,459+48.0% | $119,258+162.5% | $93,030+236.5% |
| Participation rate | 97.6% | 94.1%+3.6pp | 82.7%+14.9pp | 73.9%+23.7pp |
| Annual return | 15.23% | 39.10%-23.9pp | 30.69%-15.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $4,046 | $5,958-32.1% | $4,384-7.7% | $2,706+49.5% |
| Participant deferral / active EE | $12,084 | $9,654+25.2% | $6,111+97.7% | $4,562+164.9% |
| Admin fee / account holder | $76 | $124-38.8% | $7,226-99.0% | $152-50.1% |