Filed August 23, 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 |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $60,000 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $50,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,277 |
SCHULTE ROTH & ZABEL LLP2+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $13,462 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,744 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $14 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $36,020 | $65,292-44.8% | $80,975-55.5% | $65,292-44.8% |
| Participation rate | 80.8% | 72.4%+8.3pp | 75.8%+5.0pp | 72.4%+8.3pp |
| Annual return | 10.02% | 11.84%-1.8pp | 17.10%-7.1pp | 11.84%-1.8pp |
| Employer contribution / active EE | $1,745 | $2,302-24.2% | $3,714-53.0% | $2,302-24.2% |
| Participant deferral / active EE | $5,042 | $3,579+40.9% | $5,696-11.5% | $3,579+40.9% |
| Admin fee / account holder | $25 | $57-56.7% | $5,516-99.5% | $57-56.7% |