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 | $79,013-13.3% | $100,391-31.8% | $74,495-8.0% |
| Participation rate | 98.6% | 79.5%+19.1pp | 81.5%+17.1pp | 67.2%+31.4pp |
| Annual return | 13.60% | 20.41%-6.8pp | 49.20%-35.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,707 | $3,021+55.8% | $3,942+19.4% | $2,623+79.5% |
| Participant deferral / active EE | $7,044 | $7,760-9.2% | $8,082-12.8% | $4,346+62.1% |
| Admin fee / account holder | $241 | $1,320-81.8% | $7,899-97.0% | $1,942-87.6% |