Filed March 13, 2008
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 | $430,752 |
KREISCHER MILLER4 years Service code 10 · EIN 23-1980475 | Accounting | $18,000 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $14,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,077 | $42,127+4.6% | $84,966-48.1% | $106,382-58.6% |
| Participation rate | 26.2% | 36.6%-10.4pp | 67.5%-41.3pp | 69.9%-43.7pp |
| Annual return | 13.46% | 36.21%-22.8pp | 66.38%-52.9pp | 17.37%-3.9pp |
| Employer contribution / active EE | $400 | $825-51.5% | $2,727-85.3% | $3,364-88.1% |
| Participant deferral / active EE | $1,319 | $2,066-36.1% | $4,519-70.8% | $5,569-76.3% |
| Admin fee / account holder | $63 | $114-44.3% | $6,149-99.0% | $79-20.2% |