Filed March 6, 2010
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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $354,852 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $62,509 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $21,461 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $11,354 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,528 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $5,189 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $4,857 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,287 | $117,739-19.9% | $82,389+14.4% | $117,739-19.9% |
| Participation rate | 80.8% | 76.6%+4.2pp | 69.5%+11.3pp | 76.6%+4.2pp |
| Annual return | 15.11% | 17.29%-2.2pp | 28.67%-13.6pp | 17.29%-2.2pp |
| Employer contribution / active EE | $4,467 | $3,746+19.3% | $2,517+77.5% | $3,746+19.3% |
| Participant deferral / active EE | $6,254 | $6,128+2.1% | $4,155+50.5% | $6,128+2.1% |
| Admin fee / account holder | $66 | $112-40.6% | $7,231-99.1% | $112-40.6% |