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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $131,127 |
Filed as: INNOVEST PORTFOLIO SOLUTIONS L Service code 28 · EIN 84-1612955 | Investment Management | $15,170 |
Service code 28 · EIN 20-5926419 | Investment Management | $14,858 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $11,700 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $642 |
CHARLES SCHWAB & CO., INC.6+ 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 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 | $140,019 | $176,491-20.7% | $95,952+45.9% | $90,288+55.1% |
| Participation rate | 77.2% | 86.6%-9.4pp | 77.1%+0.1pp | 73.4%+3.9pp |
| Annual return | 19.39% | 20.14%-0.8pp | 91.61%-72.2pp | 53.97%-34.6pp |
| Employer contribution / active EE | $3,442 | $2,789+23.4% | $2,541+35.5% | $2,524+36.4% |
| Participant deferral / active EE | $9,566 | $5,340+79.2% | $4,167+129.6% | $4,232+126.0% |
| Admin fee / account holder | $104 | $154-32.2% | $6,795-98.5% | $114-8.5% |