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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $132,207 |
Filed as: OXFORD FINANCIAL GROUP LTD Service code 28 · EIN 35-1588335 | Investment Management | $68,750 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $25,200 |
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 | $99,729 | $99,078+0.7% | $96,544+3.3% | $74,419+34.0% |
| Participation rate | 99.4% | 80.7%+18.8pp | 76.0%+23.5pp | 70.7%+28.7pp |
| Annual return | 17.54% | 22.48%-4.9pp | 25.84%-8.3pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,913 | $2,570+13.3% | $2,965-1.8% | $2,637+10.4% |
| Participant deferral / active EE | $7,398 | $4,933+50.0% | $4,851+52.5% | $4,528+63.4% |
| Admin fee / account holder | $207 | $225-7.9% | $8,252-97.5% | $348-40.5% |