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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,738 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $22,500 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $6,250 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,404 | $106,028+85.2% | $146,958+33.6% | $77,643+153.0% |
| Participation rate | 97.7% | 78.4%+19.3pp | 82.2%+15.6pp | 70.6%+27.1pp |
| Annual return | 15.86% | 56.73%-40.9pp | 418.34%-402.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $6,583 | $4,063+62.0% | $4,933+33.4% | $2,726+141.5% |
| Participant deferral / active EE | $12,521 | $7,990+56.7% | $8,070+55.2% | $4,647+169.4% |
| Admin fee / account holder | $270 | $337-19.9% | $12,998-97.9% | $430-37.2% |