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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $133,921 |
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL ADVISORS Service code 28 · EIN 35-1588335 | Investment Management | $55,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $24,345 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,950 | $185,342-34.2% | $111,297+9.6% | $86,799+40.5% |
| Participation rate | 94.7% | 81.0%+13.8pp | 77.3%+17.4pp | 72.3%+22.5pp |
| Annual return | 12.86% | 500.80%-487.9pp | 54.65%-41.8pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,995 | $2,246-11.2% | $2,731-26.9% | $2,405-17.0% |
| Participant deferral / active EE | $6,038 | $4,458+35.4% | $4,487+34.6% | $4,131+46.2% |
| Admin fee / account holder | $234 | $255-8.5% | $7,964-97.1% | $170+37.9% |