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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,255 |
DEW WEALTH STRATEGIES LLC4 years Service code 28 · EIN 01-0560582 | Investment Management | $28,000 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $239 |
CHARLES SCHWAB & CO., INC.4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $380,454 | $65,061+484.8% | $143,757+164.7% | $66,914+468.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.93% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $24,924 | $2,361+955.8% | $4,951+403.4% | $2,544+879.7% |
| Participant deferral / active EE | $16,023 | $2,919+448.9% | $5,637+184.2% | $4,237+278.2% |
| Admin fee / account holder | $494 | $502-1.7% | $14,673-96.6% | $593-16.8% |