Filed October 19, 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,023 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS L Service code 28 · EIN 84-1612955 | Investment Management | $40,250 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,259 |
Filed as: KDM WEALTH MANAGEMENT INC Service code 26 · EIN 20-3159971 | Advisory (Participants) | $6,523 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,553 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $215,632 | $128,899+67.3% | $113,168+90.5% | $102,872+109.6% |
| Participation rate | 95.5% | 87.0%+8.4pp | 76.6%+18.9pp | 73.0%+22.4pp |
| Annual return | 17.10% | 15.88%+1.2pp | 24.27%-7.2pp | 19.06%-2.0pp |
| Employer contribution / active EE | $5,572 | $3,713+50.1% | $2,975+87.3% | $3,526+58.0% |
| Participant deferral / active EE | $17,090 | $6,787+151.8% | $5,107+234.7% | $5,535+208.8% |
| Admin fee / account holder | $115 | $129-11.0% | $12,068-99.0% | $292-60.6% |