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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $274,803 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 28 · EIN 26-0058143 | Investment Management | $139,562 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $46,521 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $796 |
CHARLES SCHWAB & CO., INC.2 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 | $150,459 | $122,186+23.1% | $146,958+2.4% | $199,593-24.6% |
| Participation rate | 95.2% | 78.3%+16.9pp | 82.2%+13.0pp | 72.0%+23.2pp |
| Annual return | 15.50% | 30.56%-15.1pp | 418.34%-402.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $5,116 | $4,093+25.0% | $4,933+3.7% | $3,034+68.6% |
| Participant deferral / active EE | $11,599 | $8,502+36.4% | $8,070+43.7% | $5,087+128.0% |
| Admin fee / account holder | $115 | $179-35.8% | $12,998-99.1% | $269-57.3% |