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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $27,180 |
BPM LLP1+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $16,000 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $11 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,752 | $81,321+63.2% | $68,509+93.8% | $59,188+124.3% |
| Participation rate | 97.8% | 83.8%+14.0pp | 74.7%+23.1pp | 69.4%+28.4pp |
| Annual return | 1.06% | 4.65%-3.6pp | 8.27%-7.2pp | 5.51%-4.5pp |
| Employer contribution / active EE | $4,655 | $3,297+41.2% | $2,278+104.3% | $2,098+121.9% |
| Participant deferral / active EE | $8,127 | $4,592+77.0% | $3,382+140.3% | $3,265+148.9% |
| Admin fee / account holder | $15 | $62-76.2% | $5,275-99.7% | $92-84.1% |