Filed July 13, 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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $337,931 |
UBS FINANCIAL SERVICES INC3 years Service code 28 · EIN 13-2638166 | Investment Management | $60,000 |
BPM LLP8 years Service code 10 · EIN 81-4234542 | Accounting | $32,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $240,782 | $112,623+113.8% | $106,213+126.7% | $199,593+20.6% |
| Participation rate | 98.1% | 86.2%+11.8pp | 75.3%+22.8pp | 72.0%+26.1pp |
| Annual return | 16.01% | 15.57%+0.4pp | 116.14%-100.1pp | 34.25%-18.2pp |
| Employer contribution / active EE | $6,037 | $4,575+32.0% | $3,171+90.4% | $3,034+99.0% |
| Participant deferral / active EE | $11,976 | $6,659+79.8% | $5,016+138.8% | $5,087+135.4% |
| Admin fee / account holder | $90 | $107-15.6% | $11,033-99.2% | $269-66.4% |