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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $121,949 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 10 · EIN 06-1454513 | Accounting | $11,000 |
PACIFIC WEALTH MANAGEMENT1+ years Filed as: PACIFIC WEALTH ADVISORS Service code 28 · EIN 20-3431077 | Investment Management | $9,093 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,113 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
CHARLES SCHWAB & CO., INC.1+ years 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 | $38,685 | $75,760-48.9% | $123,104-68.6% | $59,188-34.6% |
| Participation rate | 93.6% | 86.0%+7.5pp | 86.8%+6.8pp | 69.4%+24.2pp |
| Annual return | 7.66% | 2.93%+4.7pp | 13.22%-5.6pp | 5.51%+2.2pp |
| Employer contribution / active EE | $2,826 | $3,415-17.3% | $5,151-45.1% | $2,098+34.7% |
| Participant deferral / active EE | $5,294 | $5,000+5.9% | $6,230-15.0% | $3,265+62.2% |
| Admin fee / account holder | $112 | $61+84.1% | $9,015-98.8% | $92+21.3% |