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 LLP4+ years Service code 29 · EIN 12-1639826 | Legal | $54,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,078 |
NFP RETIREMENT INC4+ years Service code 28 · EIN 33-0905143 | Investment Management | $11,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,560 | $134,045-13.0% | $80,019+45.7% | $75,289+54.8% |
| Participation rate | 98.0% | 85.8%+12.2pp | 75.8%+22.1pp | 72.4%+25.6pp |
| Annual return | -2.74% | -0.56%-2.2pp | 11.22%-14.0pp | -0.04%-2.7pp |
| Employer contribution / active EE | $3,667 | $3,492+5.0% | $2,468+48.6% | $2,405+52.5% |
| Participant deferral / active EE | $6,941 | $4,976+39.5% | $3,686+88.3% | $3,739+85.7% |
| Admin fee / account holder | $11 | $124-91.2% | $6,521-99.8% | $102-89.3% |