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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $139,732 |
MERCER3 years Service code 28 · EIN 30-0282430 | Investment Management | $36,000 |
Service code 26 · EIN 68-0266470 | Advisory (Participants) | $17,242 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $3,489 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT 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 | $129,501 | $127,481+1.6% | $149,696-13.5% | $90,288+43.4% |
| Participation rate | 92.2% | 78.2%+13.9pp | 82.5%+9.7pp | 73.4%+18.8pp |
| Annual return | 19.18% | 57.78%-38.6pp | 276.60%-257.4pp | 53.97%-34.8pp |
| Employer contribution / active EE | $7,578 | $3,448+119.8% | $4,644+63.2% | $2,524+200.2% |
| Participant deferral / active EE | $10,928 | $6,975+56.7% | $6,842+59.7% | $4,232+158.2% |
| Admin fee / account holder | $32 | $152-79.0% | $9,309-99.7% | $114-72.0% |