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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $134,806 |
COHNREZNICK LLP9+ years Service code 10 · EIN 22-1478099 | Accounting | $38,588 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 29 · EIN 94-1347393 | Legal | $21,280 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $337 |
CHARLES SCHWAB & CO., INC.9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,685 | $136,853+1.3% | $130,231+6.5% | $80,160+73.0% |
| Participation rate | 85.0% | 81.6%+3.4pp | 76.3%+8.7pp | 72.9%+12.1pp |
| Annual return | 20.68% | 22.66%-2.0pp | 38.77%-18.1pp | 40.38%-19.7pp |
| Employer contribution / active EE | $5,847 | $3,395+72.2% | $4,126+41.7% | $2,978+96.4% |
| Participant deferral / active EE | $9,741 | $5,856+66.3% | $6,799+43.3% | $5,017+94.1% |
| Admin fee / account holder | $152 | $184-17.3% | $6,020-97.5% | $145+5.1% |