Filed November 29, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $615,641 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,887 | $73,283-26.5% | $155,509-65.3% | $106,382-49.3% |
| Participation rate | 57.6% | 73.3%-15.7pp | 78.2%-20.6pp | 69.9%-12.3pp |
| Annual return | 14.61% | 15.77%-1.2pp | 64.67%-50.1pp | 17.37%-2.8pp |
| Employer contribution / active EE | $44 | $2,247-98.0% | $4,672-99.1% | $3,364-98.7% |
| Participant deferral / active EE | $4,370 | $4,580-4.6% | $5,626-22.3% | $5,569-21.5% |
| Admin fee / account holder | $72 | $56+27.9% | $15,912-99.5% | $79-9.4% |