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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $146,719 |
CURCIO WEBB5+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $25,000 |
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 | $159,567 | $96,403+65.5% | $93,606+70.5% | $77,787+105.1% |
| Participation rate | 98.9% | 87.6%+11.3pp | 75.8%+23.1pp | 73.2%+25.7pp |
| Annual return | 29.07% | 39.36%-10.3pp | 32.76%-3.7pp | 32.57%-3.5pp |
| Employer contribution / active EE | $8,236 | $3,616+127.8% | $2,718+203.0% | $2,504+228.8% |
| Participant deferral / active EE | $9,141 | $5,341+71.1% | $4,069+124.7% | $3,967+130.4% |
| Admin fee / account holder | $86 | $90-4.0% | $7,888-98.9% | $100-14.1% |