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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 28 1500 MARKET STREET · PHILADELPHIA, PA 19102 | Investment Management | $90,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 12 · EIN 52-1868818 | Direct payment from the plan; Claims ... | $50,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,946 |
CHARLES SCHWAB & CO., INC.2 years 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 | $81,101 | $121,259-33.1% | $162,163-50.0% | $89,569-9.5% |
| Participation rate | 76.7% | 90.0%-13.4pp | 87.6%-10.9pp | 69.6%+7.1pp |
| Annual return | 22.84% | 22.23%+0.6pp | 115.59%-92.7pp | 34.56%-11.7pp |
| Employer contribution / active EE | $3,719 | $4,435-16.1% | $5,614-33.8% | $2,584+43.9% |
| Participant deferral / active EE | $5,885 | $6,620-11.1% | $7,298-19.4% | $4,220+39.4% |
| Admin fee / account holder | $16 | $101-84.0% | $10,843-99.9% | $72-77.5% |