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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $339,565 |
UBS FINANCIAL SERVICES INC2 years Service code 28 · EIN 13-2638166 | Investment Management | $45,000 |
BPM LLP7 years Service code 10 · EIN 81-4234542 | Accounting | $28,890 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $207,396 | $104,631+98.2% | $98,439+110.7% | $80,160+158.7% |
| Participation rate | 97.6% | 87.5%+10.0pp | 75.2%+22.4pp | 72.9%+24.6pp |
| Annual return | 19.02% | 34.72%-15.7pp | 21.16%-2.1pp | 40.38%-21.4pp |
| Employer contribution / active EE | $6,094 | $4,517+34.9% | $3,048+99.9% | $2,978+104.6% |
| Participant deferral / active EE | $12,026 | $6,545+83.7% | $4,738+153.8% | $5,017+139.7% |
| Admin fee / account holder | $85 | $105-18.8% | $8,948-99.0% | $145-41.3% |