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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $108,474 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $30,875 |
SWENSON CORPORATION6 years Service code 10 · EIN 33-0305865 | Accounting | $12,000 |
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 | $87,881 | $99,078-11.3% | $96,544-9.0% | $74,419+18.1% |
| Participation rate | 97.3% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.6pp |
| Annual return | 15.28% | 22.48%-7.2pp | 25.84%-10.6pp | 34.38%-19.1pp |
| Employer contribution / active EE | $5,047 | $2,570+96.4% | $2,965+70.2% | $2,637+91.4% |
| Participant deferral / active EE | $7,062 | $4,933+43.1% | $4,851+45.6% | $4,528+56.0% |
| Admin fee / account holder | $275 | $225+22.4% | $8,252-96.7% | $348-21.0% |