Filed June 14, 2005 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $194,472 |
CURCIO WEBB10+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $40,975 |
EISNERAMPER LLP3 years Service code 10 · EIN 13-1639826 | Accounting | $34,126 |
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 | $220,813 | $112,623+96.1% | $106,213+107.9% | $199,593+10.6% |
| Participation rate | 96.8% | 86.2%+10.5pp | 75.3%+21.5pp | 72.0%+24.8pp |
| Annual return | 14.69% | 15.57%-0.9pp | 116.14%-101.5pp | 34.25%-19.6pp |
| Employer contribution / active EE | $10,257 | $4,575+124.2% | $3,171+223.4% | $3,034+238.1% |
| Participant deferral / active EE | $11,915 | $6,659+78.9% | $5,016+137.5% | $5,087+134.2% |
| Admin fee / account holder | $116 | $107+8.2% | $11,033-99.0% | $269-56.9% |