Filed October 18, 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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $467,068 |
Filed as: TOWERS WATSON INVESTMENT Service code 28 · EIN 53-0181291 | Investment Management | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,620 | $122,693+43.1% | $184,203-4.7% | $199,593-12.0% |
| Participation rate | 97.7% | 86.8%+10.9pp | 86.8%+10.9pp | 72.0%+25.7pp |
| Annual return | 9.01% | 143.91%-134.9pp | 28.81%-19.8pp | 34.25%-25.2pp |
| Employer contribution / active EE | $4,549 | $4,584-0.8% | $6,427-29.2% | $3,034+49.9% |
| Participant deferral / active EE | $9,651 | $7,990+20.8% | $9,131+5.7% | $5,087+89.7% |
| Admin fee / account holder | $240 | $121+99.4% | $13,901-98.3% | $269-10.6% |