Filed August 19, 1999
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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $142,772 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $17,190 |
WITHUMSMITH+BROWN, PC5+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $8,825 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,225 | $40,174+291.4% | $84,015+87.1% | $67,579+132.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 23.64% | 25.82%-2.2pp | 71.31%-47.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,292 | $808+307.7% | $1,983+66.0% | $2,148+53.3% |
| Participant deferral / active EE | $5,576 | $2,301+142.3% | $3,239+72.2% | $3,539+57.5% |
| Admin fee / account holder | $321 | $128+149.8% | $6,101-94.7% | $142+125.2% |