Filed February 28, 2006 (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 |
|---|---|---|
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $52,260 |
NFP RETIREMENT INC2+ years Service code 28 · EIN 33-0905143 | Investment Management | $30,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $9,816 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 34-1479833 | Directed Trustee | $27 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $107,995 | $82,279+31.3% | $77,999+38.5% | $63,975+68.8% |
| Participation rate | 98.0% | 84.7%+13.3pp | 75.5%+22.5pp | 71.1%+26.9pp |
| Annual return | 8.53% | 11.20%-2.7pp | 425.96%-417.4pp | 48.65%-40.1pp |
| Employer contribution / active EE | $3,393 | $3,297+2.9% | $2,470+37.4% | $2,182+55.5% |
| Participant deferral / active EE | $5,968 | $4,538+31.5% | $3,497+70.7% | $3,356+77.8% |
| Admin fee / account holder | $47 | $81-42.8% | $5,480-99.2% | $70-33.9% |