Filed April 16, 2009
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $231,005 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,875 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $7,949 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $123,437 | $110,699+11.5% | $177,821-30.6% | $90,288+36.7% |
| Participation rate | 77.3% | 88.3%-11.0pp | 87.7%-10.4pp | 73.4%+4.0pp |
| Annual return | 18.68% | 22.79%-4.1pp | 48.32%-29.6pp | 53.97%-35.3pp |
| Employer contribution / active EE | $2,516 | $4,118-38.9% | $5,918-57.5% | $2,524-0.3% |
| Participant deferral / active EE | $7,532 | $6,731+11.9% | $7,714-2.4% | $4,232+78.0% |
| Admin fee / account holder | $57 | $90-36.4% | $12,427-99.5% | $114-49.8% |