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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD FINANCIAL GROUP, LTD. Service code 28 · EIN 35-1588335 | Investment Management | $55,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,890 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $12,400 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,233 | $72,770+19.9% | $67,652+28.9% | $55,191+58.1% |
| Participation rate | 87.9% | 78.8%+9.1pp | 75.7%+12.3pp | 69.2%+18.8pp |
| Annual return | -0.82% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,759 | $1,769-0.6% | $2,266-22.4% | $1,899-7.4% |
| Participant deferral / active EE | $5,064 | $3,408+48.6% | $3,560+42.3% | $3,046+66.2% |
| Admin fee / account holder | $100 | $79+26.9% | $4,821-97.9% | $91+10.2% |