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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,541 |
MERCER1 year Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $37,750 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $7,989 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $4,855 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
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 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 | $100,593 | $96,458+4.3% | $136,294-26.2% | $77,958+29.0% |
| Participation rate | 78.3% | 75.4%+3.0pp | 81.9%-3.6pp | 71.6%+6.7pp |
| Annual return | 19.57% | 23.78%-4.2pp | 5155.94%-5136.4pp | 20.87%-1.3pp |
| Employer contribution / active EE | $3,384 | $3,144+7.7% | $4,695-27.9% | $2,310+46.5% |
| Participant deferral / active EE | $7,444 | $5,902+26.1% | $6,247+19.2% | $3,537+110.5% |
| Admin fee / account holder | $37 | $80-54.5% | $9,243-99.6% | $97-62.4% |