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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,686 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $51,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,655 | $44,897+61.8% | $84,966-14.5% | $199,593-63.6% |
| Participation rate | 90.4% | 45.7%+44.6pp | 67.5%+22.9pp | 72.0%+18.4pp |
| Annual return | 12.72% | 20.96%-8.2pp | 66.38%-53.7pp | 34.25%-21.5pp |
| Employer contribution / active EE | $1,715 | $1,365+25.6% | $2,727-37.1% | $3,034-43.5% |
| Participant deferral / active EE | $5,324 | $2,668+99.6% | $4,519+17.8% | $5,087+4.7% |
| Admin fee / account holder | $88 | $584-84.9% | $6,149-98.6% | $269-67.1% |