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, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 26 · EIN 33-0818667 | Advisory (Participants) | $29,833 |
SWENSON CORPORATION3 years Service code 10 · EIN 33-0305865 | Accounting | $11,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,979 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,181 | $79,519-14.3% | $95,952-28.9% | $73,409-7.1% |
| Participation rate | 97.4% | 81.2%+16.2pp | 77.1%+20.3pp | 72.2%+25.2pp |
| Annual return | 9.65% | 19.20%-9.5pp | 91.61%-82.0pp | 59.29%-49.6pp |
| Employer contribution / active EE | $3,711 | $2,048+81.2% | $2,541+46.0% | $2,234+66.1% |
| Participant deferral / active EE | $5,418 | $4,138+30.9% | $4,167+30.0% | $3,805+42.4% |
| Admin fee / account holder | $140 | $184-24.2% | $6,795-97.9% | $158-11.5% |