Filed October 18, 2004 (most recent of 2 filings on file)
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,999 |
COHNREZNICK LLP10+ years Service code 10 · EIN 33-4144829 | Accounting | $20,265 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 29 · EIN 94-1347393 | Legal | $6,328 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $455 |
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 | $149,365 | $148,970+0.3% | $136,007+9.8% | $199,593-25.2% |
| Participation rate | 96.9% | 79.4%+17.5pp | 76.5%+20.4pp | 72.0%+24.9pp |
| Annual return | 18.49% | 27.07%-8.6pp | 579.32%-560.8pp | 34.25%-15.8pp |
| Employer contribution / active EE | $6,533 | $3,561+83.4% | $4,217+54.9% | $3,034+115.3% |
| Participant deferral / active EE | $10,667 | $6,140+73.7% | $7,025+51.8% | $5,087+109.7% |
| Admin fee / account holder | $142 | $144-1.3% | $6,858-97.9% | $269-47.2% |