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, LLC7 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $32,750 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,460 |
SWENSON CORPORATION5 years Service code 10 · EIN 33-0305865 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $72,560 | $72,254+0.4% | $86,677-16.3% | $64,808+12.0% |
| Participation rate | 98.3% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | -13.58% | 392.42%-406.0pp | 35.91%-49.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $4,373 | $2,393+82.8% | $2,836+54.2% | $2,506+74.5% |
| Participant deferral / active EE | $6,836 | $4,658+46.8% | $4,656+46.8% | $4,310+58.6% |
| Admin fee / account holder | $199 | $174+14.5% | $7,493-97.3% | $188+6.0% |