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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $196,325 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $523 |
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 | $256,072 | $153,281+67.1% | $93,789+173.0% | $77,904+228.7% |
| Participation rate | 97.1% | 92.2%+4.9pp | 81.0%+16.2pp | 73.7%+23.4pp |
| Annual return | -14.48% | -5.55%-8.9pp | -11.33%-3.2pp | 12.21%-26.7pp |
| Employer contribution / active EE | $4,175 | $5,690-26.6% | $4,323-3.4% | $2,848+46.6% |
| Participant deferral / active EE | $12,415 | $9,364+32.6% | $6,094+103.7% | $4,806+158.3% |
| Admin fee / account holder | $72 | $114-36.5% | $7,195-99.0% | $133-45.3% |