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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,507 |
Filed as: BENEFITS CONSULTING GROUP LLC Service code 28 · EIN 83-3415795 | Investment Management | $56,951 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,624 | $99,078-22.7% | $96,544-20.6% | $74,419+3.0% |
| Participation rate | 98.7% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+28.0pp |
| Annual return | 20.00% | 22.48%-2.5pp | 25.84%-5.8pp | 34.38%-14.4pp |
| Employer contribution / active EE | $2,056 | $2,570-20.0% | $2,965-30.6% | $2,637-22.0% |
| Participant deferral / active EE | $6,495 | $4,933+31.7% | $4,851+33.9% | $4,528+43.4% |
| Admin fee / account holder | $171 | $225-23.8% | $8,252-97.9% | $348-50.8% |