Filed February 28, 1996
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: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $60,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,685 |
THOMPSON HINE1 year Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $17,379 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $137 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,260 | $105,247-7.6% | $87,100+11.7% | $77,787+25.0% |
| Participation rate | 53.3% | 85.8%-32.5pp | 76.9%-23.6pp | 73.2%-20.0pp |
| Annual return | 21.94% | 24.52%-2.6pp | 28.19%-6.3pp | 32.57%-10.6pp |
| Employer contribution / active EE | $783 | $2,895-72.9% | $2,521-68.9% | $2,504-68.7% |
| Participant deferral / active EE | $3,031 | $5,060-40.1% | $4,049-25.1% | $3,967-23.6% |
| Admin fee / account holder | $99 | $104-5.5% | $7,497-98.7% | $100-1.4% |