Filed November 22, 2008 (most recent of 4 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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $869,057 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 28 · EIN 42-0127290 | Investment Management | $207,077 |
ARGENT TRUST COMPANY8+ years Service code 28 · EIN 62-1437218 | Investment Management | $201,399 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 28 · EIN 20-8874282 | Investment Management | $80,000 |
KUTAK ROCK LLP7+ years Service code 28 · EIN 47-0597598 | Investment Management | $63,227 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $31,565 |
KWMG LLC2 years Service code 26 · EIN 46-4580356 | Advisory (Participants) | $14,012 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $10,489 |
STEEL PEAK WEALTH MGMT LLC3 years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $7,781 |
MCADAM LLC1 year Service code 26 · EIN 47-1994636 | Advisory (Participants) | $6,505 |
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 | $350,223 | $90,195+288.3% | $125,339+179.4% | $89,394+291.8% |
| Participation rate | 96.8% | 72.4%+24.4pp | 82.4%+14.5pp | 71.3%+25.5pp |
| Annual return | 9.16% | -6.51%+15.7pp | 572.05%-562.9pp | -11.89%+21.0pp |
| Employer contribution / active EE | $2,070 | $3,043-32.0% | $4,814-57.0% | $3,022-31.5% |
| Participant deferral / active EE | $12,550 | $7,170+75.0% | $7,446+68.5% | $5,123+145.0% |
| Admin fee / account holder | $105 | $69+52.0% | $10,010-98.9% | $79+32.7% |