Filed July 26, 2006
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 |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $84,020 |
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Recordkeepi... | $19,563 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $8,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,745 | $75,388-34.0% | $123,544-59.7% | $55,725-10.7% |
| Participation rate | 73.6% | 75.7%-2.1pp | 82.3%-8.7pp | 70.9%+2.8pp |
| Annual return | -5.03% | 4.48%-9.5pp | 119.20%-124.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,208 | $3,063-60.6% | $4,628-73.9% | $2,078-41.9% |
| Participant deferral / active EE | $5,806 | $5,651+2.7% | $6,426-9.6% | $3,356+73.0% |
| Admin fee / account holder | $329 | $120+174.8% | $9,284-96.5% | $115+185.7% |