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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 27-0058684 | Advisory (Plan) | $98,840 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $55,835 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $52,758 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $39,242 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE CO. Service code 15 · EIN 74-2279754 | Recordkeeping | $22,701 |
BKD, LLP1+ years Filed as: BKD LLP Service code 29 · EIN 44-0160260 | Legal | $22,285 |
CHARLES SCHWAB & CO., INC.1+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,343 | $81,321+84.9% | $68,509+119.4% | $59,188+154.0% |
| Participation rate | 96.5% | 83.8%+12.6pp | 74.7%+21.8pp | 69.4%+27.1pp |
| Annual return | -0.62% | 4.65%-5.3pp | 8.27%-8.9pp | 5.51%-6.1pp |
| Employer contribution / active EE | $8,385 | $3,297+154.4% | $2,278+268.1% | $2,098+299.7% |
| Participant deferral / active EE | $6,058 | $4,592+31.9% | $3,382+79.1% | $3,265+85.6% |
| Admin fee / account holder | $177 | $62+187.1% | $5,275-96.6% | $92+92.2% |