Filed October 24, 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 |
|---|---|---|
RBC WEALTH MANAGEMENT9 years Service code 15 · EIN 41-1416330 | Recordkeeping | $30,447 |
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $17,938 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 18 · EIN 82-3967259 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Custodial (other than securities) | $7,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,503 | $78,976-13.3% | $100,383-31.8% | $74,546-8.1% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.3pp |
| Annual return | 13.60% | 20.62%-7.0pp | 49.26%-35.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $4,707 | $3,019+55.9% | $3,944+19.4% | $2,624+79.4% |
| Participant deferral / active EE | $7,044 | $7,758-9.2% | $8,086-12.9% | $4,347+62.0% |
| Admin fee / account holder | $241 | $1,330-81.9% | $7,900-97.0% | $1,944-87.6% |