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 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP Service code 28 · EIN 46-4255096 | Investment Management | $18,750 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $296 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,693 | $119,446-19.0% | $150,045-35.6% | $85,563+13.0% |
| Participation rate | 93.0% | 75.4%+17.5pp | 82.3%+10.6pp | 66.0%+27.0pp |
| Annual return | 14.25% | 23.72%-9.5pp | 62.55%-48.3pp | 31.51%-17.3pp |
| Employer contribution / active EE | $2,987 | $4,078-26.8% | $4,693-36.4% | $2,654+12.6% |
| Participant deferral / active EE | $10,626 | $7,985+33.1% | $7,997+32.9% | $4,375+142.9% |
| Admin fee / account holder | $190 | $548-65.3% | $13,435-98.6% | $834-77.2% |