Filed October 19, 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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,445 |
MERCER1 year Filed as: MERCER DC ADVISORS Service code 28 · EIN 30-0282430 | Investment Management | $36,000 |
Service code 26 · EIN 94-3325878 | Advisory (Participants) | $21,177 |
Service code 26 · EIN 94-3390377 | Advisory (Participants) | $9,887 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS WEALTH ADVISOR Service code 10 · EIN 91-0189318 | Accounting | $7,718 |
Service code 26 · EIN 20-2137916 | Advisory (Participants) | $5,664 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $3,405 |
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 | $161,108 | $122,186+31.9% | $146,958+9.6% | $199,593-19.3% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.1pp | 72.0%+24.3pp |
| Annual return | 17.88% | 30.56%-12.7pp | 418.34%-400.5pp | 34.25%-16.4pp |
| Employer contribution / active EE | $4,633 | $4,093+13.2% | $4,933-6.1% | $3,034+52.7% |
| Participant deferral / active EE | $14,241 | $8,502+67.5% | $8,070+76.5% | $5,087+180.0% |
| Admin fee / account holder | $32 | $179-81.9% | $12,998-99.8% | $269-88.0% |