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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $254,049 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $94,388 |
Service code 15 · EIN 53-0181291 | Recordkeeping | $21,939 |
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 | $214,744 | $104,631+105.2% | $98,439+118.1% | $80,160+167.9% |
| Participation rate | 98.9% | 87.5%+11.4pp | 75.2%+23.8pp | 72.9%+26.0pp |
| Annual return | 16.16% | 34.72%-18.6pp | 21.16%-5.0pp | 40.38%-24.2pp |
| Employer contribution / active EE | $11,406 | $4,517+152.5% | $3,048+274.2% | $2,978+283.0% |
| Participant deferral / active EE | $9,026 | $6,545+37.9% | $4,738+90.5% | $5,017+79.9% |
| Admin fee / account holder | $184 | $105+75.8% | $8,948-97.9% | $145+27.1% |