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 |
|---|---|---|
FINANCIAL ENGINES8+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $65,834 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,167 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $35 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,157 | $56,503+179.9% | $70,092+125.6% | $64,808+144.0% |
| Participation rate | 94.9% | 70.5%+24.4pp | 70.5%+24.4pp | 71.5%+23.4pp |
| Annual return | -14.52% | -13.44%-1.1pp | 190.73%-205.2pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,881 | $2,046+89.7% | $2,559+51.7% | $2,506+54.9% |
| Participant deferral / active EE | $8,826 | $3,389+160.4% | $3,849+129.3% | $4,310+104.8% |
| Admin fee / account holder | $221 | $160+38.1% | $6,267-96.5% | $188+17.9% |