Filed July 10, 2008 (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.
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,428 |
MARINER LLC1 year Filed as: MWA HOLDCO, LLC Service code 28 · EIN 87-1928698 | Investment Management | $27,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,438 | $59,417+84.2% | $93,606+16.9% | $74,495+46.9% |
| Participation rate | 97.9% | 59.7%+38.3pp | 68.7%+29.2pp | 67.2%+30.7pp |
| Annual return | 13.36% | 81.83%-68.5pp | 133.20%-119.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,891 | $1,264+49.7% | $2,420-21.8% | $2,623-27.9% |
| Participant deferral / active EE | $9,110 | $3,050+198.7% | $4,411+106.5% | $4,346+109.6% |
| Admin fee / account holder | $242 | $3,021-92.0% | $8,285-97.1% | $1,942-87.5% |