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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $646,590 |
INVESCO5+ years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 58-1707262 | Investment Management | $42,221 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $38,000 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $20,540 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $871 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,783 | $105,247-42.2% | $87,100-30.2% | $77,787-21.9% |
| Participation rate | 90.2% | 85.8%+4.4pp | 76.9%+13.4pp | 73.2%+17.0pp |
| Annual return | 18.52% | 24.52%-6.0pp | 28.19%-9.7pp | 32.57%-14.1pp |
| Employer contribution / active EE | $4,368 | $2,895+50.9% | $2,521+73.2% | $2,504+74.4% |
| Participant deferral / active EE | $5,736 | $5,060+13.4% | $4,049+41.7% | $3,967+44.6% |
| Admin fee / account holder | $241 | $104+131.0% | $7,497-96.8% | $100+141.1% |