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 | $89,731 |
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $34,044 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $13,097 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,498 | $74,462-32.2% | $81,983-38.4% | $90,288-44.1% |
| Participation rate | 22.2% | 69.7%-47.5pp | 69.2%-47.0pp | 73.4%-51.1pp |
| Annual return | 16.54% | 17.56%-1.0pp | 41.31%-24.8pp | 53.97%-37.4pp |
| Employer contribution / active EE | $326 | $2,334-86.0% | $2,498-86.9% | $2,524-87.1% |
| Participant deferral / active EE | $985 | $3,602-72.7% | $3,722-73.5% | $4,232-76.7% |
| Admin fee / account holder | $192 | $98+95.5% | $5,664-96.6% | $114+68.0% |