Filed November 7, 2006
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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB INSTITUTIONAL Service code 21 · EIN 94-1737782 | Bank Trustee | $68,070 |
RSM US LLP9+ years Service code 49 · EIN 42-0714325 | Other Services | $21,000 |
MCCREADY & KEENE INC.9+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $18,459 |
Service code 11 · EIN 27-1175487 | Actuarial | $9,857 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $440,923-100.0% | $440,923-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 57.1%-57.1pp | 40.0%-40.0pp | 39.2%-39.2pp |
| Annual return | 9.39% | 7.79%+1.6pp | 8.94%+0.4pp | 13.91%-4.5pp |
| Employer contribution / active EE | $0 | $39,379-100.0% | $36,999-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $2,072-100.0% | $2,072-100.0% | $41,846-100.0% |