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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $162,044 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $50,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $15,225 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,382 | $39,973+26.0% | $79,550-36.7% | $77,904-35.3% |
| Participation rate | 86.4% | 64.6%+21.8pp | 69.5%+16.9pp | 73.7%+12.7pp |
| Annual return | -21.33% | 3.42%-24.7pp | 0.16%-21.5pp | 12.21%-33.5pp |
| Employer contribution / active EE | $46 | $1,088-95.8% | $2,413-98.1% | $2,848-98.4% |
| Participant deferral / active EE | $3,849 | $2,774+38.7% | $3,985-3.4% | $4,806-19.9% |
| Admin fee / account holder | $138 | $113+22.4% | $6,832-98.0% | $133+4.2% |