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 LLP6+ years Service code 10 · EIN 13-1639826 | Accounting | $56,160 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,174 |
NFP RETIREMENT INC6+ years Service code 28 · EIN 33-0905143 | Investment Management | $11,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,781 | $105,190+32.9% | $98,907+41.3% | $90,288+54.8% |
| Participation rate | 97.0% | 86.4%+10.6pp | 76.0%+21.0pp | 73.4%+23.6pp |
| Annual return | 11.94% | 18.52%-6.6pp | 196.43%-184.5pp | 53.97%-42.0pp |
| Employer contribution / active EE | $4,020 | $3,831+4.9% | $2,689+49.5% | $2,524+59.3% |
| Participant deferral / active EE | $7,921 | $5,616+41.0% | $4,244+86.6% | $4,232+87.2% |
| Admin fee / account holder | $15 | $97-84.1% | $6,642-99.8% | $114-86.4% |