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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,079 |
MARCADO ASSET MANAGEMENT LLC6 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 | $92,206 | $89,248+3.3% | $136,007-32.2% | $74,495+23.8% |
| Participation rate | 97.7% | 69.4%+28.3pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 12.11% | 22.76%-10.6pp | 579.32%-567.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,567 | $2,838+25.7% | $4,217-15.4% | $2,623+36.0% |
| Participant deferral / active EE | $4,625 | $4,598+0.6% | $7,025-34.2% | $4,346+6.4% |
| Admin fee / account holder | $217 | $1,545-85.9% | $6,858-96.8% | $1,942-88.8% |