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.4 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,245,027 |
MERCER2 years Service code 28 · EIN 30-0282430 | Investment Management | $56,250 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $49,317 |
Filed as: HARPER & PEARSON Service code 10 · EIN 74-1695589 | Accounting | $29,000 |
EFFICIENT WEALTH MANAGEMENT4 years Service code 26 · EIN 20-8804041 | Advisory (Participants) | $19,331 |
CHARLES SCHWAB & CO., INC.4 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 | $47,951 | $89,569-46.5% | $90,281-46.9% | $89,569-46.5% |
| Participation rate | 90.7% | 69.6%+21.2pp | 73.3%+17.5pp | 69.6%+21.2pp |
| Annual return | 20.52% | 34.56%-14.0pp | 78.10%-57.6pp | 34.56%-14.0pp |
| Employer contribution / active EE | $1,853 | $2,584-28.3% | $2,854-35.1% | $2,584-28.3% |
| Participant deferral / active EE | $2,716 | $4,220-35.7% | $3,885-30.1% | $4,220-35.7% |
| Admin fee / account holder | $59 | $72-17.5% | $5,351-98.9% | $72-17.5% |