Filed August 29, 2006 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $129,627 |
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL GROUP LTD Service code 28 · EIN 35-1588335 | Investment Management | $55,000 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $27,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,220 | $110,299-11.9% | $102,423-5.1% | $199,593-51.3% |
| Participation rate | 93.4% | 86.3%+7.1pp | 76.5%+16.9pp | 72.0%+21.4pp |
| Annual return | 20.84% | 35.73%-14.9pp | 29.32%-8.5pp | 34.25%-13.4pp |
| Employer contribution / active EE | $2,724 | $3,603-24.4% | $3,023-9.9% | $3,034-10.2% |
| Participant deferral / active EE | $6,663 | $6,376+4.5% | $5,053+31.9% | $5,087+31.0% |
| Admin fee / account holder | $167 | $122+36.4% | $9,451-98.2% | $269-37.9% |