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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $136,140 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,168 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $6,417 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $42 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,329 | $89,274+212.9% | $149,718+86.6% | $77,958+258.3% |
| Participation rate | 98.9% | 87.6%+11.3pp | 87.1%+11.8pp | 71.6%+27.2pp |
| Annual return | 16.02% | 20.36%-4.3pp | 1501.63%-1485.6pp | 20.87%-4.8pp |
| Employer contribution / active EE | $13,625 | $3,727+265.6% | $5,445+150.2% | $2,310+489.7% |
| Participant deferral / active EE | $11,367 | $5,382+111.2% | $6,569+73.0% | $3,537+221.4% |
| Admin fee / account holder | $41 | $240-83.0% | $11,283-99.6% | $97-58.1% |