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 | $27,546 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $11,618 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $10,904 |
CHARLES SCHWAB & CO., INC.4 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 | $121,016 | $130,194-7.0% | $169,993-28.8% | $71,457+69.4% |
| Participation rate | 92.1% | 86.1%+6.0pp | 87.0%+5.1pp | 67.9%+24.2pp |
| Annual return | 17.01% | 20.37%-3.4pp | 53.37%-36.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,739 | $4,381-37.5% | $6,785-59.6% | $2,588+5.8% |
| Participant deferral / active EE | $9,854 | $6,923+42.3% | $10,408-5.3% | $4,289+129.8% |
| Admin fee / account holder | $127 | $966-86.9% | $12,815-99.0% | $1,587-92.0% |