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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $603,386 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 27 · EIN 91-1116938 | Advisory (Plan) | $553,012 |
ERNST & YOUNG LLP7+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $22,250 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $11,306 |
Filed as: GREAT VALLEY ADVISOR GROUP INC Service code 26 · EIN 51-0295792 | Advisory (Participants) | $8,664 |
Filed as: FINANCIAL ENGINE ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $8,273 |
Service code 26 · EIN 41-1806874 | Advisory (Participants) | $7,494 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,107 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $84,870 | $239,209-64.5% | $106,548-20.3% | $106,520-20.3% |
| Participation rate | 99.2% | 89.6%+9.6pp | 76.1%+23.0pp | 71.3%+27.8pp |
| Annual return | 14.37% | 17.49%-3.1pp | 26.80%-12.4pp | 19.28%-4.9pp |
| Employer contribution / active EE | $3,286 | $6,641-50.5% | $2,819+16.6% | $2,840+15.7% |
| Participant deferral / active EE | $4,677 | $9,673-51.6% | $4,398+6.4% | $4,948-5.5% |
| Admin fee / account holder | $93 | $95-2.3% | $7,407-98.7% | $75+24.6% |