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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,980 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $30,250 |
SWENSON CORPORATION7 years Service code 10 · EIN 33-0305865 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,002 | $88,890+10.3% | $102,423-4.3% | $77,643+26.2% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 10.81% | 24.98%-14.2pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $4,777 | $2,698+77.1% | $3,023+58.0% | $2,726+75.3% |
| Participant deferral / active EE | $7,759 | $5,145+50.8% | $5,053+53.6% | $4,647+67.0% |
| Admin fee / account holder | $126 | $235-46.5% | $9,451-98.7% | $430-70.7% |