Filed February 17, 2004
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.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $2,249 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $1,625 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,770 | $70,667+93.5% | $123,104+11.1% | $52,331+161.4% |
| Participation rate | 82.3% | 83.7%-1.4pp | 86.8%-4.4pp | 68.1%+14.2pp |
| Annual return | 0.19% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $6,619 | $2,946+124.7% | $5,151+28.5% | $1,882+251.8% |
| Participant deferral / active EE | $7,771 | $4,493+73.0% | $6,230+24.8% | $3,022+157.1% |
| Admin fee / account holder | $9 | $506-98.1% | $9,015-99.9% | $592-98.4% |