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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $233,524 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS LLC Service code 28 · EIN 34-1542819 | Investment Management | $127,961 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $6,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $220,492 | $105,190+109.6% | $98,907+122.9% | $90,288+144.2% |
| Participation rate | 95.6% | 86.4%+9.2pp | 76.0%+19.6pp | 73.4%+22.2pp |
| Annual return | 15.14% | 18.52%-3.4pp | 196.43%-181.3pp | 53.97%-38.8pp |
| Employer contribution / active EE | $10,162 | $3,831+165.3% | $2,689+277.9% | $2,524+302.6% |
| Participant deferral / active EE | $7,921 | $5,616+41.0% | $4,244+86.6% | $4,232+87.2% |
| Admin fee / account holder | $207 | $97+112.6% | $6,642-96.9% | $114+81.5% |