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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $130,128 |
FINANCIAL ENGINES4 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $9,931 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $7,961 |
Filed as: WARWICK PARTNERS Service code 26 · EIN 74-2037472 | Advisory (Participants) | $5,226 |
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 | $280,451 | $110,699+153.3% | $177,821+57.7% | $90,288+210.6% |
| Participation rate | 98.4% | 88.3%+10.0pp | 87.7%+10.6pp | 73.4%+25.0pp |
| Annual return | 15.31% | 22.79%-7.5pp | 48.32%-33.0pp | 53.97%-38.7pp |
| Employer contribution / active EE | $14,284 | $4,118+246.8% | $5,918+141.4% | $2,524+465.9% |
| Participant deferral / active EE | $13,721 | $6,731+103.8% | $7,714+77.9% | $4,232+224.2% |
| Admin fee / account holder | $31 | $90-65.8% | $12,427-99.8% | $114-73.0% |