Filed February 8, 1999 (most recent of 3 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 |
|---|---|---|
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $195,163 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,951 |
BDG-CPAS1 year Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $19,895 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $1,555 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
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 | $98,341 | $100,921-2.6% | $82,313+19.5% | $177,276-44.5% |
| Participation rate | 95.1% | 86.9%+8.1pp | 76.9%+18.2pp | 74.8%+20.2pp |
| Annual return | 16.15% | 20.33%-4.2pp | 25.88%-9.7pp | 21.25%-5.1pp |
| Employer contribution / active EE | $3,110 | $3,145-1.1% | $2,428+28.1% | $2,479+25.5% |
| Participant deferral / active EE | $5,038 | $5,192-3.0% | $3,706+35.9% | $3,881+29.8% |
| Admin fee / account holder | $16 | $64-75.6% | $5,608-99.7% | $154-89.8% |