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 |
|---|---|---|
INVESCO1+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $116,849 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,213 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $44,494 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES CO Service code 13 · EIN 74-2279754 | Contract Administrator | $33,016 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $18,200 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $6 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $50,420 | $71,957-29.9% | $67,652-25.5% | $59,188-14.8% |
| Participation rate | 86.4% | 82.7%+3.7pp | 75.7%+10.7pp | 69.4%+16.9pp |
| Annual return | 1.25% | 8.53%-7.3pp | 6625.04%-6623.8pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,908 | $2,432+19.6% | $2,266+28.4% | $2,098+38.6% |
| Participant deferral / active EE | $4,083 | $4,211-3.0% | $3,560+14.7% | $3,265+25.1% |
| Admin fee / account holder | $96 | $64+49.2% | $4,821-98.0% | $92+3.8% |