Filed June 30, 1995
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,931 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN SPONSOR ADVISORS LLC Service code 28 · EIN 20-1079566 | Investment Management | $34,256 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,500 |
MERCER1+ years Filed as: PAVILION ADVISORY GROUP INC Service code 28 · EIN 04-3831795 | Investment Management | $14,149 |
MULTNOMAH GROUP1+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $8,100 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $5,468 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,997 | $72,770+64.9% | $67,652+77.4% | $55,191+117.4% |
| Participation rate | 95.3% | 78.8%+16.5pp | 75.7%+19.6pp | 69.2%+26.1pp |
| Annual return | 16.59% | -3.26%+19.9pp | 6625.04%-6608.4pp | 10.78%+5.8pp |
| Employer contribution / active EE | $1,673 | $1,769-5.4% | $2,266-26.1% | $1,899-11.9% |
| Participant deferral / active EE | $6,329 | $3,408+85.7% | $3,560+77.8% | $3,046+107.7% |
| Admin fee / account holder | $209 | $79+165.8% | $4,821-95.7% | $91+130.8% |