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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $252,748 |
MAYER HOFFMAN MCCANN P.C.3 years Filed as: MAYER HOFFMAN MCANN Service code 10 · EIN 43-1947695 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,300 | $86,897+470.0% | $151,611+226.7% | $64,808+664.3% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.78% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $16,725 | $4,010+317.1% | $6,166+171.3% | $2,506+567.5% |
| Participant deferral / active EE | $12,698 | $6,690+89.8% | $8,363+51.8% | $4,310+194.6% |
| Admin fee / account holder | $268 | $153+75.0% | $11,616-97.7% | $188+42.5% |