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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $21,341 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16,297 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $7,663 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $152,055 | $121,341+25.3% | $189,513-19.8% | $79,386+91.5% |
| Participation rate | 95.8% | 86.1%+9.7pp | 87.8%+8.0pp | 70.7%+25.1pp |
| Annual return | 16.65% | 21.08%-4.4pp | 555.15%-538.5pp | 116.85%-100.2pp |
| Employer contribution / active EE | $2,519 | $3,915-35.7% | $6,162-59.1% | $2,427+3.8% |
| Participant deferral / active EE | $9,022 | $6,395+41.1% | $8,221+9.7% | $4,046+123.0% |
| Admin fee / account holder | $107 | $651-83.5% | $12,045-99.1% | $626-82.9% |