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 PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $115,894 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $26,929 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Trustee... | $9,424 |
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).
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 | $69,509 | $100,801-31.0% | $149,696-53.6% | $73,409-5.3% |
| Participation rate | 75.7% | 77.7%-2.0pp | 82.5%-6.8pp | 72.2%+3.5pp |
| Annual return | 23.82% | 265.34%-241.5pp | 276.60%-252.8pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,510 | $3,312-54.4% | $4,644-67.5% | $2,234-32.4% |
| Participant deferral / active EE | $6,371 | $6,404-0.5% | $6,842-6.9% | $3,805+67.4% |
| Admin fee / account holder | $340 | $181+88.0% | $9,309-96.3% | $158+115.2% |