Filed April 14, 1998 (most recent of 4 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 |
|---|---|---|
STEVENS & LEE2+ years Filed as: STEVENS & LEE, PC Service code 29 · EIN 23-1886296 | Legal | $455,642 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 28 · EIN 23-1669823 | Investment Management | $131,404 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES INC Service code 28 · EIN 94-2192581 | Investment Management | $82,400 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $18,400 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,805 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $87 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,602 | $93,756-30.0% | $133,980-51.0% | $329,111-80.1% |
| Participation rate | 69.3% | 89.7%-20.4pp | 87.1%-17.7pp | 67.9%+1.5pp |
| Annual return | 8.82% | 20.33%-11.5pp | 29.30%-20.5pp | 16.35%-7.5pp |
| Employer contribution / active EE | $2,512 | $3,619-30.6% | $5,211-51.8% | $2,303+9.1% |
| Participant deferral / active EE | $4,744 | $5,685-16.6% | $6,282-24.5% | $3,682+28.8% |
| Admin fee / account holder | $71 | $90-21.2% | $9,324-99.2% | $754-90.6% |