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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $117,214 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $18,750 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $942 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $158,971 | $91,372+74.0% | $129,995+22.3% | $74,419+113.6% |
| Participation rate | 95.6% | 77.8%+17.8pp | 78.5%+17.1pp | 70.7%+24.9pp |
| Annual return | 17.90% | 23.21%-5.3pp | -137.18%+155.1pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,184 | $2,563+102.2% | $4,320+20.0% | $2,637+96.6% |
| Participant deferral / active EE | $6,815 | $4,721+44.4% | $5,820+17.1% | $4,528+50.5% |
| Admin fee / account holder | $153 | $283-45.9% | $10,614-98.6% | $348-56.0% |