Filed June 14, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 26 · EIN 20-2335284 | Advisory (Participants) | $12,145 |
CREATIVE PLANNING LLC5 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $8,078 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,433 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $356 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $668,596 | $101,317+559.9% | $146,958+355.0% | $74,495+797.5% |
| Participation rate | 97.2% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 13.21% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $26,479 | $3,810+595.0% | $4,933+436.8% | $2,623+909.5% |
| Participant deferral / active EE | $10,232 | $7,303+40.1% | $8,070+26.8% | $4,346+135.4% |
| Admin fee / account holder | $126 | $1,739-92.7% | $12,998-99.0% | $1,942-93.5% |