Filed October 15, 2008 (most recent of 3 filings on file)
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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $205,706 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $21,479 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $20,210 |
MODERA WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 27-3774197 | Advisory (Participants) | $19,992 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $16,672 |
Filed as: ACROPOLIS INVESTMENT MANAGEMEN Service code 26 · EIN 32-0016216 | Advisory (Participants) | $15,719 |
LMCG INVESTMENTS LLC9 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $11,840 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,839 |
FORTE CAPITAL1 year Filed as: FORTE CAPITAL LLC Service code 26 · EIN 16-1507924 | Advisory (Participants) | $5,612 |
DYNAMIC WEALTH ADVISORS4 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,244 |
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 | $172,676 | $145,877+18.4% | $150,045+15.1% | $102,872+67.9% |
| Participation rate | 95.6% | 79.8%+15.7pp | 82.3%+13.3pp | 73.0%+22.6pp |
| Annual return | 15.74% | 21.37%-5.6pp | 62.55%-46.8pp | 19.06%-3.3pp |
| Employer contribution / active EE | $3,444 | $4,710-26.9% | $4,693-26.6% | $3,526-2.4% |
| Participant deferral / active EE | $12,926 | $9,491+36.2% | $7,997+61.6% | $5,535+133.5% |
| Admin fee / account holder | $145 | $176-17.4% | $13,435-98.9% | $292-50.3% |