Filed September 16, 2006 (most recent of 3 filings on file)
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 | $17,155 |
MARCADO ASSET MANAGEMENT LLC5 years Service code 28 · EIN 82-1492364 | Investment Management | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,678 | $80,138+5.7% | $130,231-35.0% | $71,457+18.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 16.62% | 16.81%-0.2pp | 38.77%-22.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,674 | $2,834+29.6% | $4,126-10.9% | $2,588+42.0% |
| Participant deferral / active EE | $5,016 | $4,641+8.1% | $6,799-26.2% | $4,289+17.0% |
| Admin fee / account holder | $205 | $1,035-80.2% | $6,020-96.6% | $1,587-87.1% |