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: TOWERS WATSON INVESTMENT Service code 28 · EIN 53-0181291 | Investment Management | $80,000 |
Filed as: TOWERS WATSON INVESTMENT SERVI Service code 28 · EIN 52-1868818 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,522 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,839 |
CHARLES SCHWAB & CO., INC.3 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 | $98,316 | $139,268-29.4% | $177,821-44.7% | $106,222-7.4% |
| Participation rate | 79.2% | 91.6%-12.4pp | 87.7%-8.5pp | 70.8%+8.4pp |
| Annual return | 18.41% | 17.20%+1.2pp | 48.32%-29.9pp | 21.69%-3.3pp |
| Employer contribution / active EE | $5,025 | $4,832+4.0% | $5,918-15.1% | $2,723+84.5% |
| Participant deferral / active EE | $7,050 | $7,227-2.4% | $7,714-8.6% | $4,600+53.3% |
| Admin fee / account holder | $12 | $97-87.4% | $12,427-99.9% | $78-84.4% |