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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $132,114 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $25,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS,LLP Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $696 |
CHARLES SCHWAB & CO., INC.3 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 | $141,425 | $71,142+98.8% | $119,609+18.2% | $64,808+118.2% |
| Participation rate | 91.5% | 78.6%+12.8pp | 79.3%+12.2pp | 71.5%+20.0pp |
| Annual return | -17.36% | -10.01%-7.3pp | -14.97%-2.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $6,514 | $2,497+160.8% | $4,232+53.9% | $2,506+160.0% |
| Participant deferral / active EE | $5,806 | $4,490+29.3% | $5,602+3.6% | $4,310+34.7% |
| Admin fee / account holder | $183 | $162+13.0% | $10,323-98.2% | $188-2.5% |