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 | $23,996 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16,201 |
MONETA GROUP LLC3 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $8,106 |
CHARLES SCHWAB & CO., INC.3 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 | $116,328 | $102,553+13.4% | $151,611-23.3% | $66,914+73.8% |
| Participation rate | 95.7% | 85.5%+10.2pp | 87.5%+8.2pp | 69.8%+25.9pp |
| Annual return | -15.87% | -10.82%-5.1pp | 3.33%-19.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,879 | $4,180-31.1% | $6,166-53.3% | $2,544+13.1% |
| Participant deferral / active EE | $9,768 | $6,641+47.1% | $8,363+16.8% | $4,237+130.6% |
| Admin fee / account holder | $111 | $630-82.4% | $11,616-99.0% | $593-81.3% |