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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,458 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $58,699 |
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 | $68,220 | $40,278+69.4% | $80,569-15.3% | $80,160-14.9% |
| Participation rate | 89.3% | 47.5%+41.7pp | 67.0%+22.3pp | 72.9%+16.4pp |
| Annual return | 17.47% | 50.86%-33.4pp | 935.43%-918.0pp | 40.38%-22.9pp |
| Employer contribution / active EE | $1,249 | $1,332-6.3% | $2,723-54.1% | $2,978-58.1% |
| Participant deferral / active EE | $4,759 | $2,696+76.5% | $4,447+7.0% | $5,017-5.2% |
| Admin fee / account holder | $87 | $210-58.7% | $5,377-98.4% | $145-40.1% |