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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $25,910 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,473 |
SWENSON CORPORATION2 years Service code 10 · EIN 33-0305865 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
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 | $68,820 | $73,404-6.2% | $87,100-21.0% | $67,579+1.8% |
| Participation rate | 96.3% | 80.9%+15.4pp | 76.9%+19.4pp | 71.3%+25.0pp |
| Annual return | 19.22% | 48.29%-29.1pp | 28.19%-9.0pp | 378.56%-359.3pp |
| Employer contribution / active EE | $3,535 | $2,014+75.5% | $2,521+40.2% | $2,148+64.6% |
| Participant deferral / active EE | $5,015 | $3,913+28.2% | $4,049+23.9% | $3,539+41.7% |
| Admin fee / account holder | $83 | $142-41.6% | $7,497-98.9% | $142-41.9% |