Filed February 23, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,456 |
DEW WEALTH STRATEGIES LLC2 years Service code 28 · EIN 01-0560582 | Investment Management | $28,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $266 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,092 | $58,879+611.8% | $178,490+134.8% | $73,488+470.3% |
| Participation rate | 97.6% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 11.57% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $24,016 | $2,236+974.0% | $5,011+379.3% | $2,270+957.9% |
| Participant deferral / active EE | $14,932 | $2,567+481.6% | $5,202+187.1% | $3,740+299.3% |
| Admin fee / account holder | $586 | $400+46.5% | $13,984-95.8% | $513+14.3% |