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 |
|---|---|---|
NFP RETIREMENT INC3+ years Service code 28 · EIN 33-0905143 | Investment Management | $64,000 |
EISNERAMPER LLP3+ years Service code 29 · EIN 13-1639826 | Legal | $52,280 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,411 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $122,943 | $90,410+36.0% | $91,001+35.1% | $77,958+57.7% |
| Participation rate | 98.6% | 86.4%+12.2pp | 75.6%+23.0pp | 71.6%+26.9pp |
| Annual return | 17.31% | 21.34%-4.0pp | 4.60%+12.7pp | 20.87%-3.6pp |
| Employer contribution / active EE | $3,671 | $3,392+8.2% | $2,456+49.5% | $2,310+58.9% |
| Participant deferral / active EE | $6,714 | $4,816+39.4% | $3,547+89.3% | $3,537+89.8% |
| Admin fee / account holder | $61 | $79-22.3% | $5,417-98.9% | $97-37.0% |