Filed March 10, 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.9 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,024,813 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $91,190 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $34,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $31,852 |
AMERICAN FUNDS8 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $23,626 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $17,577 |
CREATIVE PLANNING LLC4 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $15,640 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $13,141 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,188 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $6,960 |
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 | $66,670 | $106,382-37.3% | $81,812-18.5% | $106,382-37.3% |
| Participation rate | 92.9% | 69.9%+23.0pp | 72.3%+20.5pp | 69.9%+23.0pp |
| Annual return | 13.89% | 17.37%-3.5pp | 773.79%-759.9pp | 17.37%-3.5pp |
| Employer contribution / active EE | $2,500 | $3,364-25.7% | $2,912-14.2% | $3,364-25.7% |
| Participant deferral / active EE | $3,766 | $5,569-32.4% | $4,319-12.8% | $5,569-32.4% |
| Admin fee / account holder | $49 | $79-38.3% | $7,386-99.3% | $79-38.3% |