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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,272 |
MULTNOMAH GROUP3 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $29,303 |
Filed as: P M HOLDING GROUP LLP Service code 10 · EIN 38-1357951 | Accounting | $27,150 |
Service code 26 · EIN 81-2550846 | Advisory (Participants) | $5,351 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $228 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $88,174 | $104,631-15.7% | $98,439-10.4% | $80,160+10.0% |
| Participation rate | 97.8% | 87.5%+10.3pp | 75.2%+22.7pp | 72.9%+24.9pp |
| Annual return | 17.14% | 34.72%-17.6pp | 21.16%-4.0pp | 40.38%-23.2pp |
| Employer contribution / active EE | $4,609 | $4,517+2.0% | $3,048+51.2% | $2,978+54.8% |
| Participant deferral / active EE | $6,502 | $6,545-0.7% | $4,738+37.2% | $5,017+29.6% |
| Admin fee / account holder | $124 | $105+17.9% | $8,948-98.6% | $145-14.7% |