Filed June 26, 2000
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 |
|---|---|---|
CURI WEALTH MANAGEMENT LLC2 years Filed as: CURI RMB CAPITAL LLC Service code 26 · EIN 59-3792751 | Advisory (Participants) | $244,600 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $130,040 |
WILLIAM BLAIR10+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $113,419 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $106,250 |
ATLANTIC PRIVATE WEALTH LLC4 years Service code 26 · EIN 86-2536045 | Advisory (Participants) | $43,731 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $43,018 |
AT INVESTMENT ADVISERS INC6 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $30,328 |
WILMINGTON TRUST10+ years Filed as: WILMINGTON TRUST FSB Service code 26 · EIN 52-1877389 | Advisory (Participants) | $23,785 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $21,374 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $21,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,012 | $122,186+219.2% | $146,958+165.4% | $199,593+95.4% |
| Participation rate | 93.9% | 78.3%+15.6pp | 82.2%+11.7pp | 72.0%+21.9pp |
| Annual return | 14.87% | 30.56%-15.7pp | 418.34%-403.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $13,656 | $4,093+233.6% | $4,933+176.8% | $3,034+350.0% |
| Participant deferral / active EE | $14,438 | $8,502+69.8% | $8,070+78.9% | $5,087+183.8% |
| Admin fee / account holder | $328 | $179+83.4% | $12,998-97.5% | $269+21.9% |