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 | $23,800 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $16,642 |
MONETA GROUP LLC5 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $7,541 |
CHARLES SCHWAB & CO., INC.5 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 | $131,804 | $122,239+7.8% | $184,203-28.4% | $74,495+76.9% |
| Participation rate | 91.2% | 85.5%+5.7pp | 86.8%+4.4pp | 67.2%+24.0pp |
| Annual return | 14.39% | 19.95%-5.6pp | 28.81%-14.4pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,766 | $4,537-39.0% | $6,427-57.0% | $2,623+5.4% |
| Participant deferral / active EE | $9,884 | $7,139+38.5% | $9,131+8.2% | $4,346+127.4% |
| Admin fee / account holder | $103 | $1,260-91.8% | $13,901-99.3% | $1,942-94.7% |