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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $269,730 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 50 · EIN 34-1542819 | Direct Payment | $112,164 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $21,435 |
Filed as: TOWER WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $16,163 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,550 |
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 | $177,388 | $90,410+96.2% | $91,001+94.9% | $77,958+127.5% |
| Participation rate | 94.6% | 86.4%+8.2pp | 75.6%+19.0pp | 71.6%+22.9pp |
| Annual return | 16.43% | 21.34%-4.9pp | 4.60%+11.8pp | 20.87%-4.4pp |
| Employer contribution / active EE | $8,857 | $3,392+161.1% | $2,456+260.7% | $2,310+283.3% |
| Participant deferral / active EE | $5,915 | $4,816+22.8% | $3,547+66.7% | $3,537+67.3% |
| Admin fee / account holder | $256 | $79+224.8% | $5,417-95.3% | $97+163.3% |