Filed April 21, 2005 (most recent of 6 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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $373,964 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 | Investment Management | $90,000 |
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 | $139,936 | $128,899+8.6% | $113,168+23.7% | $102,872+36.0% |
| Participation rate | 98.8% | 87.0%+11.7pp | 76.6%+22.2pp | 73.0%+25.7pp |
| Annual return | 14.19% | 15.88%-1.7pp | 24.27%-10.1pp | 19.06%-4.9pp |
| Employer contribution / active EE | $1,870 | $3,713-49.6% | $2,975-37.2% | $3,526-47.0% |
| Participant deferral / active EE | $9,548 | $6,787+40.7% | $5,107+87.0% | $5,535+72.5% |
| Admin fee / account holder | $85 | $129-34.5% | $12,068-99.3% | $292-71.0% |