Filed February 25, 2003 (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 8-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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $94,745 |
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $37,500 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,005 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $288 |
CHARLES SCHWAB & CO., INC.5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,458 | $99,078+24.6% | $96,544+27.9% | $74,419+65.9% |
| Participation rate | 92.6% | 80.7%+12.0pp | 76.0%+16.7pp | 70.7%+21.9pp |
| Annual return | 20.99% | 22.48%-1.5pp | 25.84%-4.8pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,573 | $2,570+39.0% | $2,965+20.5% | $2,637+35.5% |
| Participant deferral / active EE | $6,956 | $4,933+41.0% | $4,851+43.4% | $4,528+53.6% |
| Admin fee / account holder | $124 | $225-44.8% | $8,252-98.5% | $348-64.3% |