Filed May 3, 2001
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 8-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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $804,449 |
MERCER8+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $43,406 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $23,520 |
MERCER1 year Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $9,561 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $602 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,485 | $130,141-59.7% | $86,677-39.4% | $77,904-32.6% |
| Participation rate | 91.6% | 85.9%+5.7pp | 76.6%+15.0pp | 73.7%+17.9pp |
| Annual return | -16.04% | -12.75%-3.3pp | 35.91%-51.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $4,797 | $3,220+49.0% | $2,836+69.1% | $2,848+68.4% |
| Participant deferral / active EE | $6,128 | $5,757+6.4% | $4,656+31.6% | $4,806+27.5% |
| Admin fee / account holder | $171 | $132+29.5% | $7,493-97.7% | $133+28.7% |