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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,232 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS CORPORATION Service code 28 · EIN 41-1416330 | Investment Management | $40,000 |
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 | $145,159 | $95,274+52.4% | $135,903+6.8% | $74,419+95.1% |
| Participation rate | 96.9% | 78.2%+18.7pp | 81.9%+15.0pp | 70.7%+26.1pp |
| Annual return | 19.51% | 32.77%-13.3pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,751 | $3,874-29.0% | $4,856-43.4% | $2,637+4.3% |
| Participant deferral / active EE | $10,843 | $7,782+39.3% | $7,758+39.8% | $4,528+139.5% |
| Admin fee / account holder | $116 | $266-56.3% | $10,762-98.9% | $348-66.5% |