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.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $2,446 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $2,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $162,763 | $89,739+81.4% | $149,718+8.7% | $62,292+161.3% |
| Participation rate | 92.7% | 85.1%+7.6pp | 87.1%+5.6pp | 69.5%+23.2pp |
| Annual return | 15.73% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $7,902 | $3,233+144.4% | $5,445+45.1% | $2,042+286.9% |
| Participant deferral / active EE | $9,029 | $4,797+88.2% | $6,569+37.4% | $3,169+184.9% |
| Admin fee / account holder | $10 | $551-98.2% | $11,283-99.9% | $479-97.9% |