Filed January 6, 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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,276 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $40,000 |
BKD, LLP6+ years Filed as: BKD LLP Service code 28 · EIN 44-0160260 | Investment Management | $12,444 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,441 | $43,466+43.7% | $90,951-31.3% | $90,288-30.8% |
| Participation rate | 82.2% | 62.5%+19.8pp | 69.0%+13.2pp | 73.4%+8.9pp |
| Annual return | 22.60% | 25.26%-2.7pp | 134.60%-112.0pp | 53.97%-31.4pp |
| Employer contribution / active EE | $646 | $840-23.1% | $2,122-69.5% | $2,524-74.4% |
| Participant deferral / active EE | $3,205 | $2,138+49.9% | $3,373-5.0% | $4,232-24.3% |
| Admin fee / account holder | $124 | $92+34.5% | $5,959-97.9% | $114+8.3% |