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 |
|---|---|---|
CALLAN LLC1 year Service code 28 · EIN 94-2192581 | Investment Management | $63,654 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $52,797 |
STEVENS & LEE4+ years Filed as: STEVENS & LEE, PC Service code 29 · EIN 23-1886296 | Legal | $45,805 |
ADP BROKER-DEALER1 year Filed as: ADP LLC Service code 28 · EIN 13-3036745 | Investment Management | $20,510 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 28 · EIN 53-0181291 | Investment Management | $20,000 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $5,626 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON, PC Service code 29 · EIN 94-2602731 | Legal | $5,225 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $110 |
Filed as: CHARLES SCHWAB & CO INC & AFFILIATE 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 | $67,721 | $96,381-29.7% | $140,016-51.6% | $73,367-7.7% |
| Participation rate | 73.0% | 90.1%-17.1pp | 87.5%-14.5pp | 69.5%+3.6pp |
| Annual return | -4.18% | -4.30%+0.1pp | 651.12%-655.3pp | 173.45%-177.6pp |
| Employer contribution / active EE | $2,822 | $4,168-32.3% | $5,606-49.7% | $2,499+12.9% |
| Participant deferral / active EE | $5,354 | $6,186-13.4% | $6,927-22.7% | $4,033+32.8% |
| Admin fee / account holder | $19 | $100-80.6% | $10,705-99.8% | $68-71.7% |