Filed December 9, 2004
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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,581 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $10,149 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,690 | $47,722+249.3% | $82,719+101.5% | $64,808+157.2% |
| Participation rate | 87.3% | 67.6%+19.7pp | 72.6%+14.8pp | 71.5%+15.8pp |
| Annual return | -17.93% | -13.05%-4.9pp | 701.18%-719.1pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,679 | $2,179+23.0% | $3,009-11.0% | $2,506+6.9% |
| Participant deferral / active EE | $9,972 | $3,329+199.5% | $4,395+126.9% | $4,310+131.4% |
| Admin fee / account holder | $32 | $143-77.8% | $5,329-99.4% | $188-83.1% |