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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $152,436 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $40,500 |
BPM LLP2 years Service code 10 · EIN 81-4234542 | Accounting | $21,008 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $152,730 | $134,045+13.9% | $80,019+90.9% | $75,289+102.9% |
| Participation rate | 97.3% | 85.8%+11.6pp | 75.8%+21.5pp | 72.4%+24.9pp |
| Annual return | -4.03% | -0.56%-3.5pp | 11.22%-15.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,811 | $3,492+37.7% | $2,468+94.9% | $2,405+100.0% |
| Participant deferral / active EE | $9,058 | $4,976+82.0% | $3,686+145.8% | $3,739+142.3% |
| Admin fee / account holder | $50 | $124-59.8% | $6,521-99.2% | $102-51.4% |