Filed March 17, 2000
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,255 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $36,165 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 28 · EIN 41-0746749 | Investment Management | $8,750 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $509 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,038 | $75,183+158.1% | $123,892+56.6% | $55,167+251.7% |
| Participation rate | 95.9% | 72.8%+23.1pp | 81.4%+14.5pp | 69.0%+26.9pp |
| Annual return | 8.43% | 19.01%-10.6pp | 47.52%-39.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $10,339 | $2,823+266.2% | $4,617+123.9% | $1,963+426.8% |
| Participant deferral / active EE | $10,511 | $5,084+106.7% | $5,984+75.6% | $3,054+244.2% |
| Admin fee / account holder | $299 | $663-54.9% | $8,357-96.4% | $504-40.7% |