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.7 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,132,022 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $101,250 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $33,144 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $30,000 |
AMERICAN FUNDS6 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $20,381 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $13,768 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,596 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $10,977 |
LMCG INVESTMENTS LLC1 year Service code 26 · EIN 27-0282607 | Advisory (Participants) | $6,071 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,546 |
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 | $53,916 | $89,394-39.7% | $82,719-34.8% | $89,394-39.7% |
| Participation rate | 92.5% | 71.3%+21.2pp | 72.6%+20.0pp | 71.3%+21.2pp |
| Annual return | -13.31% | -11.89%-1.4pp | 701.18%-714.5pp | -11.89%-1.4pp |
| Employer contribution / active EE | $2,417 | $3,022-20.0% | $3,009-19.7% | $3,022-20.0% |
| Participant deferral / active EE | $3,597 | $5,123-29.8% | $4,395-18.2% | $5,123-29.8% |
| Admin fee / account holder | $53 | $79-32.9% | $5,329-99.0% | $79-32.9% |