Filed January 27, 2006 (most recent of 2 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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $257,071 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $98,294 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $52,677 |
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 | $241,622 | $112,623+114.5% | $106,213+127.5% | $199,593+21.1% |
| Participation rate | 99.2% | 86.2%+12.9pp | 75.3%+23.9pp | 72.0%+27.2pp |
| Annual return | 13.93% | 15.57%-1.6pp | 116.14%-102.2pp | 34.25%-20.3pp |
| Employer contribution / active EE | $12,641 | $4,575+176.3% | $3,171+298.6% | $3,034+316.6% |
| Participant deferral / active EE | $9,750 | $6,659+46.4% | $5,016+94.4% | $5,087+91.7% |
| Admin fee / account holder | $197 | $107+84.3% | $11,033-98.2% | $269-26.7% |