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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $118,528 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $9,252 |
Filed as: WARWICK PARTNERS Service code 26 · EIN 74-2037472 | Advisory (Participants) | $5,117 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $4,269 |
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 | $248,535 | $95,776+159.5% | $162,163+53.3% | $77,787+219.5% |
| Participation rate | 93.5% | 88.6%+4.8pp | 87.6%+5.9pp | 73.2%+20.3pp |
| Annual return | 22.19% | 37.03%-14.8pp | 115.59%-93.4pp | 32.57%-10.4pp |
| Employer contribution / active EE | $12,464 | $3,874+221.8% | $5,614+122.0% | $2,504+397.7% |
| Participant deferral / active EE | $10,517 | $6,125+71.7% | $7,298+44.1% | $3,967+165.1% |
| Admin fee / account holder | $25 | $88-71.4% | $10,843-99.8% | $100-75.0% |