Filed February 28, 2003
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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $133,595 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP SECURITIES INC Service code 28 · EIN 59-3099288 | Investment Management | $38,645 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,867 |
THE MUTUAL FUND STORE-HOUSTON2+ years Service code 26 · EIN 80-0859578 | Advisory (Participants) | $6,180 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,122 | $80,354+197.6% | $133,980+78.5% | $63,975+273.8% |
| Participation rate | 98.5% | 87.5%+11.0pp | 87.1%+11.5pp | 71.1%+27.4pp |
| Annual return | 9.79% | 13.11%-3.3pp | 29.30%-19.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $13,154 | $3,503+275.5% | $5,211+152.4% | $2,182+502.9% |
| Participant deferral / active EE | $11,027 | $5,239+110.5% | $6,282+75.5% | $3,356+228.5% |
| Admin fee / account holder | $46 | $69-33.3% | $9,324-99.5% | $70-34.4% |