Filed February 1, 2006
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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,697 |
ALLWORTH FINANCIAL1 year Filed as: ALLWORTH FINANCIAL, L.P. Service code 26 · EIN 68-0372662 | Advisory (Participants) | $5,662 |
DYNAMIC WEALTH ADVISORS1 year Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,258 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,437 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,582 | $52,122+234.9% | $104,294+67.4% | $64,808+169.4% |
| Participation rate | 76.1% | 56.0%+20.1pp | 73.3%+2.8pp | 71.5%+4.6pp |
| Annual return | -14.44% | 13.26%-27.7pp | 24.61%-39.1pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,373 | $1,627+107.3% | $3,3720% | $2,506+34.6% |
| Participant deferral / active EE | $7,291 | $2,823+158.3% | $4,625+57.6% | $4,310+69.2% |
| Admin fee / account holder | $272 | $155+76.2% | $7,339-96.3% | $188+45.0% |