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 |
|---|---|---|
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 28 · EIN 91-1116938 | Investment Management | $1,019,581 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $793,807 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 20-2480800 | Accounting | $25,500 |
QUARRY HILL ADVISORS LLC1 year Service code 26 · EIN 82-0844050 | Advisory (Participants) | $16,412 |
Service code 26 · EIN 41-1806874 | Advisory (Participants) | $11,073 |
GREAT VALLEY ADVISOR GROUP3 years Service code 26 · EIN 51-0295792 | Advisory (Participants) | $9,712 |
Service code 26 · EIN 37-1797454 | Advisory (Participants) | $7,980 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $6,832 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,434 |
Service code 26 · EIN 20-8307105 | Advisory (Participants) | $6,125 |
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 | $79,571 | $244,991-67.5% | $106,213-25.1% | $106,382-25.2% |
| Participation rate | 99.5% | 88.4%+11.1pp | 75.3%+24.2pp | 69.9%+29.6pp |
| Annual return | 13.68% | 13.48%+0.2pp | 116.14%-102.5pp | 17.37%-3.7pp |
| Employer contribution / active EE | $4,175 | $8,816-52.6% | $3,171+31.6% | $3,364+24.1% |
| Participant deferral / active EE | $5,559 | $11,442-51.4% | $5,016+10.8% | $5,569-0.2% |
| Admin fee / account holder | $59 | $88-32.8% | $11,033-99.5% | $79-25.3% |