Filed October 18, 2004
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 |
|---|---|---|
SHEA LABAGH DOBBERSTEIN1 year Service code 10 · EIN 94-2290202 | Accounting | $5,500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,852 | $73,638+180.9% | $95,952+115.6% | $73,488+181.5% |
| Participation rate | 97.9% | 76.2%+21.8pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 13.37% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,389 | $1,863+135.6% | $2,541+72.7% | $2,270+93.4% |
| Participant deferral / active EE | $6,980 | $3,617+93.0% | $4,167+67.5% | $3,740+86.7% |
| Admin fee / account holder | $32 | $482-93.3% | $6,795-99.5% | $513-93.7% |