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.5 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,178,558 |
MERCER3 years Service code 28 · EIN 30-0282430 | Investment Management | $93,750 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $48,817 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $29,000 |
EFFICIENT WEALTH MANAGEMENT5 years Service code 26 · EIN 20-8804041 | Advisory (Participants) | $16,541 |
AMERICAN FUNDS4 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $16,375 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $9,006 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $55,710 | $106,222-47.6% | $90,404-38.4% | $106,222-47.6% |
| Participation rate | 91.9% | 70.8%+21.1pp | 72.7%+19.2pp | 70.8%+21.1pp |
| Annual return | 14.83% | 21.69%-6.9pp | 1293.02%-1278.2pp | 21.69%-6.9pp |
| Employer contribution / active EE | $1,977 | $2,723-27.4% | $3,262-39.4% | $2,723-27.4% |
| Participant deferral / active EE | $3,010 | $4,600-34.6% | $3,963-24.1% | $4,600-34.6% |
| Admin fee / account holder | $58 | $78-26.1% | $5,611-99.0% | $78-26.1% |