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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,741 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $20,000 |
BPM LLP2+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $18,645 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $137,594 | $82,279+67.2% | $77,999+76.4% | $63,975+115.1% |
| Participation rate | 96.7% | 84.7%+12.0pp | 75.5%+21.2pp | 71.1%+25.6pp |
| Annual return | 6.63% | 11.20%-4.6pp | 425.96%-419.3pp | 48.65%-42.0pp |
| Employer contribution / active EE | $4,541 | $3,297+37.7% | $2,470+83.8% | $2,182+108.1% |
| Participant deferral / active EE | $8,140 | $4,538+79.3% | $3,497+132.8% | $3,356+142.5% |
| Admin fee / account holder | $15 | $81-81.5% | $5,480-99.7% | $70-78.6% |