Filed November 2, 2004
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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN PLAYBOOK INC Service code 16 · EIN 45-1505927 | Consulting | $27,585 |
HAYS FINANCIAL GROUP1+ years Filed as: THE HAYS GROUP INC Service code 27 · EIN 41-1784898 | Advisory (Plan) | $11,875 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,531 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. 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 | $47,263 | $72,770-35.1% | $67,652-30.1% | $55,191-14.4% |
| Participation rate | 97.3% | 78.8%+18.6pp | 75.7%+21.7pp | 69.2%+28.2pp |
| Annual return | -0.20% | -3.26%+3.1pp | 6625.04%-6625.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,979 | $1,769+11.9% | $2,266-12.6% | $1,899+4.2% |
| Participant deferral / active EE | $3,326 | $3,408-2.4% | $3,560-6.6% | $3,046+9.2% |
| Admin fee / account holder | $71 | $79-10.3% | $4,821-98.5% | $91-22.1% |