Filed December 21, 1999
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 | $77,075 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $73,212 |
STROTHER, JOHN F6 years Service code 29 · EIN 15-7320829 | Legal | $11,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,137 | $99,062-3.0% | $129,207-25.6% | $99,062-3.0% |
| Participation rate | 60.4% | 71.6%-11.2pp | 69.6%-9.2pp | 71.6%-11.2pp |
| Annual return | 16.86% | 17.66%-0.8pp | 9417.33%-9400.5pp | 17.66%-0.8pp |
| Employer contribution / active EE | $952 | $3,262-70.8% | $4,153-77.1% | $3,262-70.8% |
| Participant deferral / active EE | $3,530 | $5,331-33.8% | $4,168-15.3% | $5,331-33.8% |
| Admin fee / account holder | $31 | $109-71.4% | $7,715-99.6% | $109-71.4% |