Filed February 25, 2006
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 |
|---|---|---|
VALMARK ADVISERS INC1 year Service code 28 · EIN 31-1509466 | Investment Management | $6,875 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,387 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,079 | $50,820-1.5% | $155,567-67.8% | $77,671-35.5% |
| Participation rate | 94.9% | 63.1%+31.8pp | 78.2%+16.7pp | 70.6%+24.3pp |
| Annual return | 11.39% | 34.85%-23.5pp | 64.74%-53.3pp | 31.21%-19.8pp |
| Employer contribution / active EE | $1,898 | $1,993-4.8% | $4,674-59.4% | $2,726-30.4% |
| Participant deferral / active EE | $2,810 | $2,823-0.5% | $5,628-50.1% | $4,648-39.5% |
| Admin fee / account holder | $180 | $436-58.8% | $15,916-98.9% | $430-58.3% |