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 ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $55,069 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,842 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $269 |
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 | $181,737 | $66,457+173.5% | $81,382+123.3% | $77,643+134.1% |
| Participation rate | 92.4% | 68.7%+23.6pp | 69.5%+22.9pp | 70.6%+21.8pp |
| Annual return | 12.62% | 15.93%-3.3pp | 24.73%-12.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,089 | $2,159+89.3% | $2,463+66.0% | $2,726+50.0% |
| Participant deferral / active EE | $9,181 | $3,679+149.6% | $3,883+136.4% | $4,647+97.6% |
| Admin fee / account holder | $195 | $583-66.5% | $5,768-96.6% | $430-54.6% |