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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $237,908 |
Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $45,000 |
Filed as: WILLIS NORTH AMERICA INC Service code 15 · EIN 13-5654526 | Recordkeeping | $33,500 |
BKD, LLP7+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $18,928 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 51 · EIN 94-1737782 | Investment Mgmt Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,176 | $114,195+112.9% | $106,548+128.2% | $93,030+161.4% |
| Participation rate | 99.0% | 86.4%+12.6pp | 76.1%+22.8pp | 73.9%+25.1pp |
| Annual return | 13.33% | 22.18%-8.8pp | 26.80%-13.5pp | 158.70%-145.4pp |
| Employer contribution / active EE | $11,001 | $4,009+174.4% | $2,819+290.3% | $2,706+306.6% |
| Participant deferral / active EE | $8,484 | $5,908+43.6% | $4,398+92.9% | $4,562+86.0% |
| Admin fee / account holder | $175 | $105+67.1% | $7,407-97.6% | $152+15.4% |