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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $107,949 |
RBC WEALTH MANAGEMENT5 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 | $181,620 | $119,446+52.1% | $150,045+21.0% | $85,563+112.3% |
| Participation rate | 96.8% | 75.4%+21.4pp | 82.3%+14.5pp | 66.0%+30.8pp |
| Annual return | 16.15% | 23.72%-7.6pp | 62.55%-46.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $3,115 | $4,078-23.6% | $4,693-33.6% | $2,654+17.4% |
| Participant deferral / active EE | $12,011 | $7,985+50.4% | $7,997+50.2% | $4,375+174.5% |
| Admin fee / account holder | $130 | $548-76.2% | $13,435-99.0% | $834-84.4% |