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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,739 |
DEW WEALTH STRATEGIES LLC5 years Service code 28 · EIN 01-0560582 | Investment Management | $28,000 |
Filed as: MASSMUTUAL LIFE INS. COMPANY Service code 28 · EIN 04-1590850 | Investment Management | $8,363 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $224 |
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 | $447,498 | $61,272+630.4% | $149,673+199.0% | $71,457+526.2% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+30.0pp |
| Annual return | 15.88% | 35.85%-20.0pp | 134.42%-118.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $25,957 | $2,378+991.4% | $4,818+438.8% | $2,588+903.1% |
| Participant deferral / active EE | $16,893 | $2,917+479.1% | $5,680+197.4% | $4,289+293.9% |
| Admin fee / account holder | $519 | $1,261-58.9% | $13,210-96.1% | $1,587-67.3% |