Filed October 11, 2001 (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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,332 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $471,116 | $81,537+477.8% | $149,718+214.7% | $69,631+576.6% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.7pp | 70.7%+28.1pp |
| Annual return | 15.26% | 22.79%-7.5pp | 1501.63%-1486.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $19,064 | $3,239+488.6% | $5,445+250.1% | $2,032+838.1% |
| Participant deferral / active EE | $10,621 | $4,994+112.7% | $6,569+61.7% | $3,224+229.5% |
| Admin fee / account holder | $98 | $107-7.9% | $11,283-99.1% | $110-10.9% |