Filed July 27, 2006
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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $551,569 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $129,244 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $98,493 |
Filed as: FOCUS PARTNERS ADVISOR SOLUTIO Service code 26 · EIN 20-8307105 | Advisory (Participants) | $11,992 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $285 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $70,600 | $130,267-45.8% | $145,661-51.5% | $102,872-31.4% |
| Participation rate | 98.5% | 83.3%+15.2pp | 77.2%+21.3pp | 73.0%+25.5pp |
| Annual return | 18.30% | 17.79%+0.5pp | 101.46%-83.2pp | 19.06%-0.8pp |
| Employer contribution / active EE | $7,943 | $4,061+95.6% | $4,238+87.4% | $3,526+125.3% |
| Participant deferral / active EE | $4,990 | $6,550-23.8% | $7,198-30.7% | $5,535-9.8% |
| Admin fee / account holder | $158 | $396-60.0% | $12,466-98.7% | $292-45.9% |