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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $468,186 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $19,374 |
KREISCHER MILLER3 years Service code 10 · EIN 23-1980475 | Accounting | $15,200 |
Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,737 | $36,953-3.3% | $80,569-55.6% | $96,393-62.9% |
| Participation rate | 26.0% | 33.6%-7.6pp | 67.0%-41.0pp | 71.3%-45.3pp |
| Annual return | 17.22% | 36.74%-19.5pp | 935.43%-918.2pp | 22.88%-5.7pp |
| Employer contribution / active EE | $356 | $774-54.0% | $2,723-86.9% | $3,238-89.0% |
| Participant deferral / active EE | $1,173 | $1,941-39.6% | $4,447-73.6% | $5,455-78.5% |
| Admin fee / account holder | $65 | $115-43.6% | $5,377-98.8% | $74-12.2% |