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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $313,802 |
Service code 28 · EIN 13-2638166 | Investment Management | $75,000 |
BPM LLP6 years Service code 10 · EIN 81-4234542 | Accounting | $28,676 |
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 | $177,059 | $136,266+29.9% | $90,749+95.1% | $77,904+127.3% |
| Participation rate | 96.8% | 86.6%+10.1pp | 75.7%+21.1pp | 73.7%+23.1pp |
| Annual return | -16.81% | -11.32%-5.5pp | -12.16%-4.6pp | 12.21%-29.0pp |
| Employer contribution / active EE | $5,451 | $4,215+29.3% | $2,921+86.6% | $2,848+91.4% |
| Participant deferral / active EE | $11,062 | $6,353+74.1% | $4,564+142.4% | $4,806+130.2% |
| Admin fee / account holder | $86 | $399-78.4% | $8,445-99.0% | $133-35.0% |