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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $153,501 |
CURCIO WEBB6+ years Filed as: CURCIO WEBB LLC Service code 28 · EIN 36-4171366 | Investment Management | $71,500 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $193,408 | $105,190+83.9% | $98,907+95.5% | $90,288+114.2% |
| Participation rate | 96.6% | 86.4%+10.2pp | 76.0%+20.5pp | 73.4%+23.2pp |
| Annual return | 19.94% | 18.52%+1.4pp | 196.43%-176.5pp | 53.97%-34.0pp |
| Employer contribution / active EE | $8,492 | $3,831+121.7% | $2,689+215.8% | $2,524+236.5% |
| Participant deferral / active EE | $9,609 | $5,616+71.1% | $4,244+126.4% | $4,232+127.0% |
| Admin fee / account holder | $111 | $97+14.5% | $6,642-98.3% | $114-2.3% |