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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $133,602 |
OXFORD FINANCIAL GROUP, LTD3 years Filed as: OXFORD FINANCIAL ADVISORS Service code 28 · EIN 35-1588335 | Investment Management | $41,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,756 | $72,254+24.2% | $86,677+3.6% | $64,808+38.5% |
| Participation rate | 95.1% | 80.4%+14.7pp | 76.6%+18.5pp | 71.5%+23.6pp |
| Annual return | -14.96% | 392.42%-407.4pp | 35.91%-50.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,157 | $2,393-9.9% | $2,836-24.0% | $2,506-13.9% |
| Participant deferral / active EE | $6,193 | $4,658+33.0% | $4,656+33.0% | $4,310+43.7% |
| Admin fee / account holder | $168 | $174-3.1% | $7,493-97.8% | $188-10.3% |