Filed August 8, 2007
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 | $257,580 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $186,082 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,313 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $176,170 | $145,877+20.8% | $150,045+17.4% | $102,872+71.3% |
| Participation rate | 94.6% | 79.8%+14.7pp | 82.3%+12.2pp | 73.0%+21.5pp |
| Annual return | 14.38% | 21.37%-7.0pp | 62.55%-48.2pp | 19.06%-4.7pp |
| Employer contribution / active EE | $6,090 | $4,710+29.3% | $4,693+29.8% | $3,526+72.7% |
| Participant deferral / active EE | $14,567 | $9,491+53.5% | $7,997+82.2% | $5,535+163.2% |
| Admin fee / account holder | $122 | $176-30.8% | $13,435-99.1% | $292-58.4% |