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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $94,355 |
RBC WEALTH MANAGEMENT4 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 | $161,269 | $106,028+52.1% | $146,958+9.7% | $77,643+107.7% |
| Participation rate | 97.5% | 78.4%+19.1pp | 82.2%+15.3pp | 70.6%+26.9pp |
| Annual return | 15.62% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,069 | $4,063-24.5% | $4,933-37.8% | $2,726+12.6% |
| Participant deferral / active EE | $12,165 | $7,990+52.3% | $8,070+50.7% | $4,647+161.8% |
| Admin fee / account holder | $124 | $337-63.2% | $12,998-99.0% | $430-71.1% |