Filed October 25, 2004 (most recent of 3 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $655,156 |
DYNAMIC WEALTH ADVISORS3 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $14,197 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,434 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $131,501 | $112,623+16.8% | $106,213+23.8% | $199,593-34.1% |
| Participation rate | 84.8% | 86.2%-1.5pp | 75.3%+9.5pp | 72.0%+12.8pp |
| Annual return | 13.06% | 15.57%-2.5pp | 116.14%-103.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $8,099 | $4,575+77.0% | $3,171+155.4% | $3,034+166.9% |
| Participant deferral / active EE | $8,184 | $6,659+22.9% | $5,016+63.2% | $5,087+60.9% |
| Admin fee / account holder | $253 | $107+136.9% | $11,033-97.7% | $269-5.7% |