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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,056 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,189 | $119,446+89.4% | $150,045+50.7% | $85,563+164.4% |
| Participation rate | 98.3% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.3pp |
| Annual return | 12.51% | 23.72%-11.2pp | 62.55%-50.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $10,476 | $4,078+156.9% | $4,693+123.2% | $2,654+294.8% |
| Participant deferral / active EE | $19,100 | $7,985+139.2% | $7,997+138.8% | $4,375+336.5% |
| Admin fee / account holder | $240 | $548-56.2% | $13,435-98.2% | $834-71.3% |