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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $84,427 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $55,965 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $31,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,801 | $95,274+85.6% | $135,903+30.1% | $74,419+137.6% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 12.58% | 32.77%-20.2pp | 68.23%-55.7pp | 34.38%-21.8pp |
| Employer contribution / active EE | $7,214 | $3,874+86.2% | $4,856+48.5% | $2,637+173.5% |
| Participant deferral / active EE | $13,687 | $7,782+75.9% | $7,758+76.4% | $4,528+202.3% |
| Admin fee / account holder | $383 | $266+44.0% | $10,762-96.4% | $348+10.2% |