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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $144,665 |
ADVISORY CONSULTING GROUP LLC3 years Service code 28 · EIN 20-5926419 | Investment Management | $28,819 |
MILLER KAPLAN ARASE LLP3 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $11,250 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,047 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $121,682 | $105,247+15.6% | $87,100+39.7% | $77,787+56.4% |
| Participation rate | 76.4% | 85.8%-9.4pp | 76.9%-0.4pp | 73.2%+3.2pp |
| Annual return | 24.84% | 24.52%+0.3pp | 28.19%-3.3pp | 32.57%-7.7pp |
| Employer contribution / active EE | $3,311 | $2,895+14.4% | $2,521+31.3% | $2,504+32.2% |
| Participant deferral / active EE | $9,131 | $5,060+80.5% | $4,049+125.5% | $3,967+130.2% |
| Admin fee / account holder | $119 | $104+13.5% | $7,497-98.4% | $100+18.5% |