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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $503,479 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $18,900 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $17,400 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $150 |
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 | $30,141 | $35,293-14.6% | $77,024-60.9% | $89,394-66.3% |
| Participation rate | 26.0% | 31.3%-5.3pp | 67.9%-41.9pp | 71.3%-45.3pp |
| Annual return | -14.63% | -5.92%-8.7pp | 42.32%-56.9pp | -11.89%-2.7pp |
| Employer contribution / active EE | $305 | $695-56.2% | $2,812-89.2% | $3,022-89.9% |
| Participant deferral / active EE | $1,077 | $1,764-39.0% | $4,426-75.7% | $5,123-79.0% |
| Admin fee / account holder | $72 | $105-31.9% | $5,425-98.7% | $79-9.9% |