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 |
|---|---|---|
CURCIO WEBB2+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $27,750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,372 |
Service code 29 · EIN 23-1423089 | Legal | $6,835 |
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 Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,014 | $82,279+42.2% | $77,999+50.0% | $63,975+82.9% |
| Participation rate | 98.2% | 84.7%+13.5pp | 75.5%+22.7pp | 71.1%+27.1pp |
| Annual return | 6.59% | 11.20%-4.6pp | 425.96%-419.4pp | 48.65%-42.1pp |
| Employer contribution / active EE | $6,747 | $3,297+104.6% | $2,470+173.1% | $2,182+209.2% |
| Participant deferral / active EE | $7,745 | $4,538+70.6% | $3,497+121.5% | $3,356+130.7% |
| Admin fee / account holder | $30 | $81-63.5% | $5,480-99.5% | $70-57.8% |