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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $169,928 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $13,450 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $799 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,398 | $75,419+54.3% | $392,568-70.3% | $67,579+72.2% |
| Participation rate | 93.5% | 74.8%+18.6pp | 78.1%+15.4pp | 71.3%+22.2pp |
| Annual return | 24.80% | 36.70%-11.9pp | 24.42%+0.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $5,160 | $2,636+95.8% | $3,783+36.4% | $2,148+140.3% |
| Participant deferral / active EE | $8,019 | $4,347+84.5% | $5,985+34.0% | $3,539+126.6% |
| Admin fee / account holder | $222 | $114+94.8% | $6,260-96.5% | $142+55.8% |