Filed December 10, 2009
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,293 |
Filed as: BENEFITS CONSULTING GROUP LLC Service code 28 · EIN 83-3415795 | Investment Management | $58,884 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,512 | $72,254-14.9% | $86,677-29.0% | $64,808-5.1% |
| Participation rate | 98.7% | 80.4%+18.2pp | 76.6%+22.1pp | 71.5%+27.2pp |
| Annual return | -15.85% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,965 | $2,393-17.9% | $2,836-30.7% | $2,506-21.6% |
| Participant deferral / active EE | $6,146 | $4,658+31.9% | $4,656+32.0% | $4,310+42.6% |
| Admin fee / account holder | $176 | $174+1.3% | $7,493-97.6% | $188-6.2% |