Filed July 30, 1998
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,283 |
RSM US LLP1 year Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $25,500 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Service code 28 · EIN 36-4001764 | Investment Management | $25,029 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $230,152 | $88,122+161.2% | $141,162+63.0% | $67,579+240.6% |
| Participation rate | 98.4% | 76.5%+22.0pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 5.79% | 75.40%-69.6pp | 71.39%-65.6pp | 378.56%-372.8pp |
| Employer contribution / active EE | $9,134 | $3,224+183.3% | $4,735+92.9% | $2,148+325.3% |
| Participant deferral / active EE | $10,698 | $5,958+79.6% | $6,709+59.5% | $3,539+202.3% |
| Admin fee / account holder | $373 | $131+184.6% | $10,261-96.4% | $142+161.8% |