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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $123,779 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 28 · EIN 41-1416330 | Investment Management | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,555 | $82,202+51.5% | $125,339-0.6% | $64,808+92.2% |
| Participation rate | 94.5% | 77.9%+16.7pp | 82.4%+12.2pp | 71.5%+23.1pp |
| Annual return | -17.61% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,888 | $3,615-47.8% | $4,814-60.8% | $2,506-24.6% |
| Participant deferral / active EE | $9,965 | $7,175+38.9% | $7,446+33.8% | $4,310+131.2% |
| Admin fee / account holder | $178 | $163+8.8% | $10,010-98.2% | $188-5.4% |