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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $301,962 |
BPM LLP4 years Service code 10 · EIN 81-4234542 | Accounting | $23,000 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $21,525 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ 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 | $210,114 | $105,190+99.7% | $98,907+112.4% | $90,288+132.7% |
| Participation rate | 98.1% | 86.4%+11.7pp | 76.0%+22.0pp | 73.4%+24.7pp |
| Annual return | 17.32% | 18.52%-1.2pp | 196.43%-179.1pp | 53.97%-36.6pp |
| Employer contribution / active EE | $3,297 | $3,831-13.9% | $2,689+22.6% | $2,524+30.6% |
| Participant deferral / active EE | $10,516 | $5,616+87.3% | $4,244+147.8% | $4,232+148.5% |
| Admin fee / account holder | $79 | $97-18.9% | $6,642-98.8% | $114-30.8% |