Filed September 24, 2002 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,022,672 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $61,772 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $35,175 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,061 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,907 | $110,299-27.6% | $102,423-22.0% | $199,593-60.0% |
| Participation rate | 94.0% | 86.3%+7.7pp | 76.5%+17.5pp | 72.0%+22.0pp |
| Annual return | 12.58% | 35.73%-23.2pp | 29.32%-16.7pp | 34.25%-21.7pp |
| Employer contribution / active EE | $7,398 | $3,603+105.3% | $3,023+144.7% | $3,034+143.8% |
| Participant deferral / active EE | $8,937 | $6,376+40.2% | $5,053+76.9% | $5,087+75.7% |
| Admin fee / account holder | $252 | $122+106.3% | $9,451-97.3% | $269-6.2% |