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 INC8 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $187,548 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $560 |
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 | $289,006 | $167,950+72.1% | $112,887+156.0% | $80,160+260.5% |
| Participation rate | 97.5% | 94.5%+3.0pp | 80.5%+17.0pp | 72.9%+24.6pp |
| Annual return | 15.43% | 18.78%-3.4pp | 34.10%-18.7pp | 40.38%-25.0pp |
| Employer contribution / active EE | $4,542 | $6,272-27.6% | $4,563-0.5% | $2,978+52.5% |
| Participant deferral / active EE | $13,470 | $9,857+36.7% | $6,513+106.8% | $5,017+168.5% |
| Admin fee / account holder | $69 | $104-33.8% | $7,047-99.0% | $145-52.7% |