Filed December 3, 2005
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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $111,945 |
CANTERBURY CONSULTING2+ years Filed as: CANTERBURY CONSULTING INC. Service code 28 · EIN 33-0307982 | Investment Management | $60,700 |
HUTCHINSON AND BLOODGOOD LLP2+ years Service code 10 · EIN 95-0858589 | Accounting | $11,800 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,750 | $61,125+99.2% | $108,579+12.1% | $63,975+90.3% |
| Participation rate | 76.0% | 80.5%-4.5pp | 79.6%-3.5pp | 71.1%+4.9pp |
| Annual return | 8.30% | 14.06%-5.8pp | -51.70%+60.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,888 | $2,237+73.9% | $3,758+3.5% | $2,182+78.2% |
| Participant deferral / active EE | $3,721 | $3,574+4.1% | $4,311-13.7% | $3,356+10.9% |
| Admin fee / account holder | $149 | $72+107.6% | $7,645-98.0% | $70+112.1% |