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.8 years Filed as: SCHWAB RETIREMEMT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,107,353 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $91,606 |
Filed as: HARPER & PEARSON COMPANY Service code 10 · EIN 74-1695589 | Accounting | $32,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $29,043 |
AMERICAN FUNDS7 years Filed as: OPUS CAPITAL GROUP LLC Service code 26 · EIN 20-4857214 | Advisory (Participants) | $21,067 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $14,552 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $12,815 |
BRINKER CAPITAL4 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $11,133 |
LMCG INVESTMENTS LLC2 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $6,969 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,426 | $96,393-37.3% | $86,612-30.2% | $96,393-37.3% |
| Participation rate | 92.5% | 71.3%+21.2pp | 71.7%+20.8pp | 71.3%+21.2pp |
| Annual return | 15.21% | 22.88%-7.7pp | 591.07%-575.9pp | 22.88%-7.7pp |
| Employer contribution / active EE | $2,435 | $3,238-24.8% | $3,022-19.4% | $3,238-24.8% |
| Participant deferral / active EE | $3,661 | $5,455-32.9% | $4,438-17.5% | $5,455-32.9% |
| Admin fee / account holder | $50 | $74-31.7% | $5,614-99.1% | $74-31.7% |