Filed December 28, 1998 (most recent of 3 filings on file)
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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,198,120 |
RUSSELL TRUST COMPANY6 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $581,430 |
Service code 26 · EIN 27-0636826 | Advisory (Participants) | $33,791 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $32,179 |
QUARRY HILL ADVISORS LLC2 years Service code 26 · EIN 82-0844050 | Advisory (Participants) | $24,933 |
Filed as: ACTION POINT FINANCIAL PLANNING Service code 26 · EIN 47-1324877 | Advisory (Participants) | $21,981 |
Service code 26 · EIN 41-1806874 | Advisory (Participants) | $12,910 |
GREAT VALLEY ADVISOR GROUP4 years Service code 26 · EIN 51-0295792 | Advisory (Participants) | $11,962 |
Service code 26 · EIN 37-1797454 | Advisory (Participants) | $8,394 |
Filed as: FOCUS PARTNERS ADVISOR SOLUTION Service code 26 · EIN 20-8307105 | Advisory (Participants) | $7,394 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,861 | $140,769-36.9% | $116,228-23.5% | $140,769-36.9% |
| Participation rate | 99.4% | 74.2%+25.2pp | 74.6%+24.8pp | 74.2%+25.2pp |
| Annual return | 17.38% | 16.82%+0.6pp | 90.06%-72.7pp | 16.82%+0.6pp |
| Employer contribution / active EE | $4,234 | $3,906+8.4% | $2,994+41.4% | $3,906+8.4% |
| Participant deferral / active EE | $5,536 | $6,717-17.6% | $4,953+11.8% | $6,717-17.6% |
| Admin fee / account holder | $61 | $229-73.4% | $11,989-99.5% | $229-73.4% |