Filed October 18, 2004
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $214,800 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,237 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $210 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $49,684 | $148,970-66.6% | $136,007-63.5% | $199,593-75.1% |
| Participation rate | 93.1% | 79.4%+13.8pp | 76.5%+16.7pp | 72.0%+21.2pp |
| Annual return | 16.45% | 27.07%-10.6pp | 579.32%-562.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $1,995 | $3,561-44.0% | $4,217-52.7% | $3,034-34.2% |
| Participant deferral / active EE | $5,542 | $6,140-9.7% | $7,025-21.1% | $5,087+8.9% |
| Admin fee / account holder | $79 | $144-45.3% | $6,858-98.9% | $269-70.7% |