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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $113,528 |
CANTERBURY CONSULTING3+ years Filed as: CANTERBURY CONSULTING INC. Service code 28 · EIN 33-0307982 | Investment Management | $61,757 |
HUTCHINSON AND BLOODGOOD LLP3+ years Service code 10 · EIN 95-0858589 | Accounting | $12,032 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 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 | $125,383 | $67,228+86.5% | $117,854+6.4% | $77,958+60.8% |
| Participation rate | 76.9% | 79.4%-2.5pp | 79.7%-2.8pp | 71.6%+5.2pp |
| Annual return | 21.44% | 19.13%+2.3pp | 335.08%-313.6pp | 20.87%+0.6pp |
| Employer contribution / active EE | $4,115 | $2,211+86.1% | $3,786+8.7% | $2,310+78.1% |
| Participant deferral / active EE | $3,566 | $3,653-2.4% | $4,482-20.4% | $3,537+0.8% |
| Admin fee / account holder | $124 | $76+63.9% | $8,020-98.5% | $97+27.6% |