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 RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,683 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 | Accounting | $6,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,397 | $65,908-2.3% | $81,812-21.3% | $77,643-17.1% |
| Participation rate | 52.2% | 65.8%-13.6pp | 72.3%-20.1pp | 70.6%-18.4pp |
| Annual return | 12.21% | 26.64%-14.4pp | 773.79%-761.6pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,420 | $2,370-40.1% | $2,912-51.2% | $2,726-47.9% |
| Participant deferral / active EE | $2,497 | $3,505-28.8% | $4,319-42.2% | $4,647-46.3% |
| Admin fee / account holder | $84 | $526-84.0% | $7,386-98.9% | $430-80.4% |