Filed December 3, 2005
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,554 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC INSTITUTIONAL CONSULTING Service code 28 · EIN 41-1416330 | Investment Management | $30,000 |
Service code 28 · EIN 41-1416330 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $7 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,071 | $75,388+26.1% | $123,544-23.0% | $55,725+70.6% |
| Participation rate | 92.8% | 75.7%+17.2pp | 82.3%+10.5pp | 70.9%+22.0pp |
| Annual return | -6.25% | 4.48%-10.7pp | 119.20%-125.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,685 | $3,063-45.0% | $4,628-63.6% | $2,078-18.9% |
| Participant deferral / active EE | $8,168 | $5,651+44.5% | $6,426+27.1% | $3,356+143.4% |
| Admin fee / account holder | $175 | $120+46.2% | $9,284-98.1% | $115+52.0% |