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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,808 |
Filed as: OXFORD FINANCIAL ADVISORS CORPORATI Service code 28 · EIN 35-1588335 | Investment Management | $55,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $19,426 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $18,265 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,996 | $73,404+41.7% | $87,100+19.4% | $67,579+53.9% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.9%+18.7pp | 71.3%+24.3pp |
| Annual return | 20.58% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $2,018 | $2,014+0.2% | $2,521-20.0% | $2,148-6.0% |
| Participant deferral / active EE | $5,879 | $3,913+50.3% | $4,049+45.2% | $3,539+66.1% |
| Admin fee / account holder | $170 | $142+19.9% | $7,497-97.7% | $142+19.3% |