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 Filed as: CERITY PARTNERS RETIREMENT PLA Service code 28 · EIN 35-2467663 | Investment Management | $104,087 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,190 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,789 | $95,274-17.3% | $135,903-42.0% | $74,419+5.9% |
| Participation rate | 74.9% | 78.2%-3.3pp | 81.9%-7.0pp | 70.7%+4.2pp |
| Annual return | 21.25% | 32.77%-11.5pp | 68.23%-47.0pp | 34.38%-13.1pp |
| Employer contribution / active EE | $1,180 | $3,874-69.6% | $4,856-75.7% | $2,637-55.3% |
| Participant deferral / active EE | $8,566 | $7,782+10.1% | $7,758+10.4% | $4,528+89.2% |
| Admin fee / account holder | $269 | $266+1.1% | $10,762-97.5% | $348-22.7% |