Filed April 28, 2008
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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $177,051 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $70,520 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,952 | $2,679,533-94.9% | $164,813-17.5% | $199,593-31.9% |
| Participation rate | 98.6% | 78.3%+20.3pp | 78.6%+20.0pp | 72.0%+26.6pp |
| Annual return | 12.32% | 17.93%-5.6pp | 69.93%-57.6pp | 34.25%-21.9pp |
| Employer contribution / active EE | $3,532 | $2,970+18.9% | $4,341-18.6% | $3,034+16.4% |
| Participant deferral / active EE | $6,476 | $5,010+29.3% | $6,031+7.4% | $5,087+27.3% |
| Admin fee / account holder | $125 | $1,982-93.7% | $12,690-99.0% | $269-53.4% |