Filed May 17, 2005
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 15 · EIN 16-1450952 | Recordkeeping | $112,870 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,777 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,586 | $67,598-35.5% | $75,886-42.6% | $77,787-44.0% |
| Participation rate | 23.4% | 69.6%-46.2pp | 69.3%-45.9pp | 73.2%-49.8pp |
| Annual return | 23.49% | 23.18%+0.3pp | 30.76%-7.3pp | 32.57%-9.1pp |
| Employer contribution / active EE | $347 | $2,430-85.7% | $2,500-86.1% | $2,504-86.1% |
| Participant deferral / active EE | $980 | $3,502-72.0% | $3,603-72.8% | $3,967-75.3% |
| Admin fee / account holder | $180 | $96+86.7% | $5,418-96.7% | $100+79.7% |