Filed March 26, 1997
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $139,943 |
Service code 28 · EIN 36-4001764 | Investment Management | $18,750 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $16,500 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $6,250 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $228 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $193,256 | $86,225+124.1% | $146,665+31.8% | $86,799+122.6% |
| Participation rate | 96.6% | 78.0%+18.6pp | 80.1%+16.5pp | 72.3%+24.3pp |
| Annual return | 13.79% | 31.23%-17.4pp | 22.74%-9.0pp | 97.91%-84.1pp |
| Employer contribution / active EE | $7,044 | $2,392+194.5% | $4,136+70.3% | $2,405+192.9% |
| Participant deferral / active EE | $6,259 | $4,245+47.4% | $5,506+13.7% | $4,131+51.5% |
| Admin fee / account holder | $218 | $195+11.7% | $10,280-97.9% | $170+28.7% |