Filed October 19, 2004
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,003,567 |
CLARK NUBER7 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $31,300 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $22,109 |
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 | $48,394 | $64,975-25.5% | $97,226-50.2% | $106,382-54.5% |
| Participation rate | 91.1% | 45.4%+45.8pp | 72.7%+18.5pp | 69.9%+21.3pp |
| Annual return | 13.84% | 15.21%-1.4pp | 75.13%-61.3pp | 17.37%-3.5pp |
| Employer contribution / active EE | $1,519 | $1,126+34.9% | $2,729-44.3% | $3,364-54.8% |
| Participant deferral / active EE | $3,657 | $2,466+48.3% | $4,264-14.2% | $5,569-34.3% |
| Admin fee / account holder | $51 | $69-26.0% | $5,654-99.1% | $79-36.0% |