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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $791,680 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $389,894 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $24,760 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $9,752 |
Service code 26 · EIN 41-1806874 | Advisory (Participants) | $8,790 |
GREAT VALLEY ADVISOR GROUP2 years Service code 26 · EIN 51-0295792 | Advisory (Participants) | $8,696 |
Service code 26 · EIN 62-1837767 | Advisory (Participants) | $8,623 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $8,208 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $6,184 |
Service code 26 · EIN 84-3178156 | Advisory (Participants) | $5,597 |
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 | $75,352 | $225,491-66.6% | $98,439-23.5% | $96,393-21.8% |
| Participation rate | 94.2% | 87.3%+6.9pp | 75.2%+19.1pp | 71.3%+22.9pp |
| Annual return | 17.90% | 19.53%-1.6pp | 21.16%-3.3pp | 22.88%-5.0pp |
| Employer contribution / active EE | $3,913 | $8,386-53.3% | $3,048+28.4% | $3,238+20.8% |
| Participant deferral / active EE | $5,162 | $10,872-52.5% | $4,738+8.9% | $5,455-5.4% |
| Admin fee / account holder | $59 | $87-31.7% | $8,948-99.3% | $74-19.6% |