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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $302,591 |
BPM LLP3 years Service code 10 · EIN 81-4234542 | Accounting | $27,000 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $21,000 |
CHARLES SCHWAB & CO., INC.5+ 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 | $184,205 | $96,403+91.1% | $93,606+96.8% | $77,787+136.8% |
| Participation rate | 98.3% | 87.6%+10.6pp | 75.8%+22.4pp | 73.2%+25.0pp |
| Annual return | 22.95% | 39.36%-16.4pp | 32.76%-9.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $5,009 | $3,616+38.5% | $2,718+84.3% | $2,504+100.0% |
| Participant deferral / active EE | $9,719 | $5,341+82.0% | $4,069+138.9% | $3,967+145.0% |
| Admin fee / account holder | $81 | $90-9.9% | $7,888-99.0% | $100-19.4% |