Filed October 8, 1996
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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $178,328 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $119,015 |
THE BALDWIN GROUP1 year Service code 28 · EIN 46-4255096 | Investment Management | $18,750 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $296 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,693 | $110,483-12.5% | $145,433-33.5% | $79,634+21.4% |
| Participation rate | 93.0% | 71.1%+21.9pp | 82.1%+10.8pp | 62.5%+30.5pp |
| Annual return | 14.25% | 24.62%-10.4pp | 66.58%-52.3pp | 36.46%-22.2pp |
| Employer contribution / active EE | $2,987 | $4,053-26.3% | $4,554-34.4% | $2,529+18.1% |
| Participant deferral / active EE | $10,626 | $7,216+47.2% | $7,897+34.5% | $3,835+177.1% |
| Admin fee / account holder | $190 | $680-72.1% | $13,129-98.6% | $1,002-81.1% |