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 | $108,817 |
MONETA GROUP LLC6 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $46,403 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $25,183 |
WITHUMSMITH+BROWN, PC11+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.7 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 | $207,442 | $56,767+265.4% | $101,794+103.8% | $85,563+142.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 15.11% | 17.76%-2.7pp | 30.53%-15.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $3,982 | $1,112+258.0% | $2,289+74.0% | $2,654+50.1% |
| Participant deferral / active EE | $7,853 | $2,720+188.7% | $4,084+92.3% | $4,375+79.5% |
| Admin fee / account holder | $418 | $1,098-61.9% | $8,777-95.2% | $834-49.9% |