Filed May 5, 2005 (most recent of 2 filings on file)
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 | $98,088 |
Filed as: P&M HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $24,500 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $10,505 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $100 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,970 | $114,195-9.8% | $106,548-3.4% | $93,030+10.7% |
| Participation rate | 94.4% | 86.4%+8.0pp | 76.1%+18.2pp | 73.9%+20.5pp |
| Annual return | 12.23% | 22.18%-9.9pp | 26.80%-14.6pp | 158.70%-146.5pp |
| Employer contribution / active EE | $4,499 | $4,009+12.2% | $2,819+59.6% | $2,706+66.3% |
| Participant deferral / active EE | $6,022 | $5,908+1.9% | $4,398+36.9% | $4,562+32.0% |
| Admin fee / account holder | $100 | $105-4.6% | $7,407-98.7% | $152-34.1% |