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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,236 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 28 · EIN 36-4001764 | Investment Management | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,778 | $82,202+133.3% | $125,339+53.0% | $64,808+195.9% |
| Participation rate | 95.2% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -12.98% | 3.48%-16.5pp | 572.05%-585.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $6,465 | $3,615+78.8% | $4,814+34.3% | $2,506+158.0% |
| Participant deferral / active EE | $12,283 | $7,175+71.2% | $7,446+65.0% | $4,310+185.0% |
| Admin fee / account holder | $251 | $163+53.5% | $10,010-97.5% | $188+33.5% |