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, LTD3+ years Filed as: OXFORD FINANCIAL GROUP, LTD. Service code 28 · EIN 35-1588335 | Investment Management | $68,750 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $53,570 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,150 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $110,570 | $69,305+59.5% | $82,313+34.3% | $69,631+58.8% |
| Participation rate | 87.6% | 80.3%+7.3pp | 76.9%+10.7pp | 70.7%+16.9pp |
| Annual return | 14.51% | 21.47%-7.0pp | 25.88%-11.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,777 | $1,887-5.8% | $2,428-26.8% | $2,032-12.5% |
| Participant deferral / active EE | $5,282 | $3,568+48.0% | $3,706+42.5% | $3,224+63.9% |
| Admin fee / account holder | $162 | $97+66.2% | $5,608-97.1% | $110+46.3% |