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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $272,890 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 50 · EIN 34-1542819 | Direct Payment | $123,000 |
MCDERMOTT WILL & EMERY LLP4+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $32,502 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $31,280 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,900 |
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 | $157,110 | $134,045+17.2% | $80,019+96.3% | $75,289+108.7% |
| Participation rate | 94.7% | 85.8%+9.0pp | 75.8%+18.9pp | 72.4%+22.3pp |
| Annual return | -4.40% | -0.56%-3.8pp | 11.22%-15.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $9,083 | $3,492+160.1% | $2,468+268.1% | $2,405+277.7% |
| Participant deferral / active EE | $6,388 | $4,976+28.4% | $3,686+73.3% | $3,739+70.9% |
| Admin fee / account holder | $264 | $124+113.3% | $6,521-95.9% | $102+158.2% |