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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $235,077 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $60,708 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 36-4019175 | Investment Management | $31,802 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWER WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $29,078 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $21,500 |
MCDERMOTT WILL & EMERY LLP5+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $7,373 |
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 | $192,915 | $96,403+100.1% | $93,606+106.1% | $77,787+148.0% |
| Participation rate | 95.4% | 87.6%+7.7pp | 75.8%+19.5pp | 73.2%+22.1pp |
| Annual return | 20.96% | 39.36%-18.4pp | 32.76%-11.8pp | 32.57%-11.6pp |
| Employer contribution / active EE | $9,965 | $3,616+175.6% | $2,718+266.6% | $2,504+297.9% |
| Participant deferral / active EE | $6,889 | $5,341+29.0% | $4,069+69.3% | $3,967+73.6% |
| Admin fee / account holder | $218 | $90+143.4% | $7,888-97.2% | $100+117.8% |