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 | $110,155 |
MONETA GROUP LLC2 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $48,507 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $27,884 |
WITHUMSMITH+BROWN, PC7+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $8,850 |
CHARLES SCHWAB & CO., INC.3 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,766 | $50,956+288.1% | $96,562+104.8% | $86,799+127.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 14.33% | 21.27%-6.9pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,666 | $1,111+230.0% | $2,356+55.6% | $2,405+52.4% |
| Participant deferral / active EE | $6,748 | $2,954+128.4% | $3,849+75.3% | $4,131+63.4% |
| Admin fee / account holder | $413 | $166+148.5% | $6,181-93.3% | $170+143.3% |