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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,047 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 28 · EIN 36-4001764 | Investment Management | $31,250 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $25,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,912 | $104,475+175.6% | $159,436+80.6% | $79,386+262.7% |
| Participation rate | 95.0% | 76.6%+18.4pp | 82.8%+12.2pp | 70.7%+24.3pp |
| Annual return | 26.17% | 67.95%-41.8pp | 263.57%-237.4pp | 116.85%-90.7pp |
| Employer contribution / active EE | $8,910 | $3,417+160.8% | $4,829+84.5% | $2,427+267.0% |
| Participant deferral / active EE | $13,049 | $6,467+101.8% | $7,352+77.5% | $4,046+222.5% |
| Admin fee / account holder | $419 | $711-41.1% | $10,799-96.1% | $626-33.1% |