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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $336,777 |
BPM LLP5 years Service code 10 · EIN 81-4234542 | Accounting | $31,925 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $30,000 |
PERKINS COIE, LLP1 year Filed as: PERKINS COIE LLP Service code 29 · EIN 91-0591206 | Legal | $8,436 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,110 | $114,195+101.5% | $106,548+116.0% | $93,030+147.4% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.1%+20.2pp | 73.9%+22.4pp |
| Annual return | 16.17% | 22.18%-6.0pp | 26.80%-10.6pp | 158.70%-142.5pp |
| Employer contribution / active EE | $5,779 | $4,009+44.2% | $2,819+105.0% | $2,706+113.6% |
| Participant deferral / active EE | $10,958 | $5,908+85.5% | $4,398+149.2% | $4,562+140.2% |
| Admin fee / account holder | $90 | $105-14.3% | $7,407-98.8% | $152-40.8% |