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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $151,169 |
FINANCIAL ENGINES8 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $15,065 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 26 · EIN 45-3686413 | Advisory (Participants) | $14,350 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $6,304 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $398,721 | $122,693+225.0% | $184,203+116.5% | $199,593+99.8% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 13.65% | 143.91%-130.3pp | 28.81%-15.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $12,207 | $4,584+166.3% | $6,427+89.9% | $3,034+302.3% |
| Participant deferral / active EE | $16,471 | $7,990+106.1% | $9,131+80.4% | $5,087+223.8% |
| Admin fee / account holder | $31 | $121-74.3% | $13,901-99.8% | $269-88.5% |