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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $243,183 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $90,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $21,365 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 15 · EIN 53-0181291 | Recordkeeping | $21,210 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $6,845 |
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 | $197,452 | $136,266+44.9% | $90,749+117.6% | $77,904+153.5% |
| Participation rate | 99.1% | 86.6%+12.4pp | 75.7%+23.4pp | 73.7%+25.4pp |
| Annual return | -14.96% | -11.32%-3.6pp | -12.16%-2.8pp | 12.21%-27.2pp |
| Employer contribution / active EE | $11,240 | $4,215+166.7% | $2,921+284.8% | $2,848+294.7% |
| Participant deferral / active EE | $8,778 | $6,353+38.2% | $4,564+92.3% | $4,806+82.7% |
| Admin fee / account holder | $197 | $399-50.6% | $8,445-97.7% | $133+48.7% |