Filed June 22, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,729 |
MOSAIC FINANCIAL PARTNERS INC1 year Service code 26 · EIN 94-3106268 | Advisory (Participants) | $7,399 |
JPH ADVISORY GROUP INC1 year Service code 26 · EIN 58-2011694 | Advisory (Participants) | $6,384 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,517 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $8 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,576 | $88,874-6.0% | $123,544-32.4% | $75,289+11.0% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.3%+11.9pp | 72.4%+21.7pp |
| Annual return | -0.80% | 4.22%-5.0pp | 119.20%-120.0pp | -0.04%-0.8pp |
| Employer contribution / active EE | $1,854 | $3,256-43.1% | $4,628-59.9% | $2,405-22.9% |
| Participant deferral / active EE | $7,570 | $6,174+22.6% | $6,426+17.8% | $3,739+102.5% |
| Admin fee / account holder | $60 | $95-36.1% | $9,284-99.3% | $102-40.9% |