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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $855,036 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $27,068 |
Service code 26 · EIN 51-0295792 | Advisory (Participants) | $8,673 |
Service code 26 · EIN 62-1837767 | Advisory (Participants) | $8,591 |
Service code 26 · EIN 41-1806874 | Advisory (Participants) | $8,297 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,867 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $6,154 |
FOX ROTHSCHILD LLP7+ years Service code 29 · EIN 23-1404723 | Legal | $5,488 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $64,001 | $185,545-65.5% | $90,749-29.5% | $89,394-28.4% |
| Participation rate | 99.1% | 85.0%+14.0pp | 75.7%+23.4pp | 71.3%+27.8pp |
| Annual return | -14.61% | -13.56%-1.1pp | -12.16%-2.4pp | -11.89%-2.7pp |
| Employer contribution / active EE | $3,533 | $7,210-51.0% | $2,921+21.0% | $3,022+16.9% |
| Participant deferral / active EE | $4,716 | $9,550-50.6% | $4,564+3.3% | $5,123-7.9% |
| Admin fee / account holder | $53 | $100-47.3% | $8,445-99.4% | $79-33.5% |