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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $122,525 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $9,011 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $7,025 |
Filed as: WARWICK PARTNERS Service code 26 · EIN 74-2037472 | Advisory (Participants) | $5,027 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $257,173 | $82,546+211.5% | $140,016+83.7% | $75,289+241.6% |
| Participation rate | 98.5% | 88.4%+10.1pp | 87.5%+11.0pp | 72.4%+26.1pp |
| Annual return | -6.84% | -0.36%-6.5pp | 651.12%-658.0pp | -0.04%-6.8pp |
| Employer contribution / active EE | $14,111 | $3,856+265.9% | $5,606+151.7% | $2,405+486.7% |
| Participant deferral / active EE | $12,109 | $5,731+111.3% | $6,927+74.8% | $3,739+223.9% |
| Admin fee / account holder | $32 | $86-62.3% | $10,705-99.7% | $102-68.4% |