Filed March 9, 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 |
|---|---|---|
MH CPA PLLC1 year Filed as: THE CJ CPA GROUP, PLLC Service code 10 · EIN 27-4461251 | Accounting | $11,140 |
BOKF, NA7+ years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $3,228 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $140 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,211 | $102,553+122.5% | $151,611+50.5% | $66,914+241.0% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -12.88% | -10.82%-2.1pp | 3.33%-16.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $8,892 | $4,180+112.7% | $6,166+44.2% | $2,544+249.5% |
| Participant deferral / active EE | $11,987 | $6,641+80.5% | $8,363+43.3% | $4,237+182.9% |
| Admin fee / account holder | $293 | $630-53.5% | $11,616-97.5% | $593-50.6% |