Filed December 22, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $32,665 |
HEDMAN PARTNERS LLP1+ years Filed as: HEDMAN PARTNERS Service code 10 · EIN 95-4485080 | Accounting | $19,700 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $1,893 |
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 | $95,166 | $55,516+71.4% | $75,781+25.6% | $59,188+60.8% |
| Participation rate | 88.5% | 73.6%+14.9pp | 75.8%+12.7pp | 69.4%+19.1pp |
| Annual return | 0.81% | -1.89%+2.7pp | 9.68%-8.9pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,709 | $2,604+4.1% | $3,323-18.5% | $2,098+29.1% |
| Participant deferral / active EE | $5,847 | $2,599+125.0% | $3,651+60.1% | $3,265+79.1% |
| Admin fee / account holder | $11 | $110-90.3% | $5,299-99.8% | $92-88.4% |