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 | $169,468 |
MONETA GROUP LLC4 years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $63,394 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $17,314 |
WITHUMSMITH+BROWN, PC7 years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,394 | $44,626+64.5% | $86,188-14.8% | $80,160-8.4% |
| Participation rate | 42.8% | 63.5%-20.7pp | 69.0%-26.2pp | 72.9%-30.2pp |
| Annual return | 19.45% | 19.61%-0.2pp | 1168.45%-1149.0pp | 40.38%-20.9pp |
| Employer contribution / active EE | $53 | $1,099-95.1% | $2,380-97.8% | $2,978-98.2% |
| Participant deferral / active EE | $975 | $2,769-64.8% | $3,985-75.5% | $5,017-80.6% |
| Admin fee / account holder | $249 | $133+87.2% | $6,852-96.4% | $145+72.1% |