Filed July 21, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $172,529 |
PACIFIC PORTFOLIO CONSULTING7 years Filed as: PACIFIC PORTFOLIO CONSULTING LLC Service code 28 · EIN 20-4049073 | Investment Management | $40,000 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $35,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,480 | $129,095-29.9% | $184,200-50.9% | $77,671+16.5% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 13.58% | 33.29%-19.7pp | 28.80%-15.2pp | 31.21%-17.6pp |
| Employer contribution / active EE | $4,062 | $4,410-7.9% | $6,424-36.8% | $2,726+49.0% |
| Participant deferral / active EE | $8,948 | $7,300+22.6% | $9,132-2.0% | $4,648+92.5% |
| Admin fee / account holder | $100 | $256-61.1% | $13,907-99.3% | $430-76.9% |