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 | $79,232 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $50,561 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $22,949 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $67,359 | $116,081-42.0% | $156,181-56.9% | $79,634-15.4% |
| Participation rate | 97.6% | 75.6%+22.0pp | 78.8%+18.8pp | 62.5%+35.1pp |
| Annual return | 14.70% | 15.89%-1.2pp | 64.87%-50.2pp | 36.46%-21.8pp |
| Employer contribution / active EE | $926 | $2,828-67.3% | $4,294-78.4% | $2,529-63.4% |
| Participant deferral / active EE | $5,204 | $4,584+13.5% | $6,132-15.1% | $3,835+35.7% |
| Admin fee / account holder | $248 | $854-70.9% | $14,586-98.3% | $1,002-75.2% |