Filed September 15, 1997
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 |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,528 |
FINANCIAL ENGINES5+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $38,717 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $9,339 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,986 | $55,790+199.3% | $76,817+117.4% | $67,579+147.1% |
| Participation rate | 96.8% | 71.1%+25.7pp | 72.1%+24.7pp | 71.3%+25.5pp |
| Annual return | 20.07% | 64.45%-44.4pp | 1166.11%-1146.0pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,516 | $1,810+94.3% | $2,302+52.8% | $2,148+63.7% |
| Participant deferral / active EE | $7,600 | $2,875+164.4% | $3,336+127.8% | $3,539+114.7% |
| Admin fee / account holder | $219 | $159+37.7% | $6,420-96.6% | $142+54.0% |