Filed March 6, 2005 (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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $141,194 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING INC Service code 28 · EIN 61-0736136 | Investment Management | $57,033 |
PBMARES, LLP3 years Filed as: PBMARES LLP Service code 10 · EIN 54-0737372 | Accounting | $20,213 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | 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 | $169,003 | $124,732+35.5% | $180,183-6.2% | $85,563+97.5% |
| Participation rate | 98.8% | 83.2%+15.6pp | 77.4%+21.4pp | 66.0%+32.8pp |
| Annual return | 16.05% | 17.73%-1.7pp | 27.86%-11.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $5,514 | $5,370+2.7% | $5,039+9.4% | $2,654+107.8% |
| Participant deferral / active EE | $10,038 | $7,763+29.3% | $6,822+47.1% | $4,375+129.4% |
| Admin fee / account holder | $187 | $294-36.3% | $19,975-99.1% | $834-77.6% |