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 |
|---|---|---|
INVESCO4+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $127,460 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,836 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $45,250 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $20,020 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $35 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
CHARLES SCHWAB & CO., INC.4+ 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 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 | $47,408 | $78,852-39.9% | $76,768-38.2% | $75,289-37.0% |
| Participation rate | 87.8% | 85.0%+2.8pp | 77.0%+10.8pp | 72.4%+15.4pp |
| Annual return | -3.28% | -1.29%-2.0pp | 2.43%-5.7pp | -0.04%-3.2pp |
| Employer contribution / active EE | $3,156 | $2,794+12.9% | $2,485+27.0% | $2,405+31.2% |
| Participant deferral / active EE | $4,414 | $4,800-8.0% | $3,852+14.6% | $3,739+18.1% |
| Admin fee / account holder | $81 | $79+2.1% | $6,675-98.8% | $102-21.2% |