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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $611,895 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $36,523 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $21,112 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $9 |
CHARLES SCHWAB & CO., INC.6+ 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 | $94,247 | $176,491-46.6% | $95,952-1.8% | $90,288+4.4% |
| Participation rate | 86.9% | 86.6%+0.3pp | 77.1%+9.8pp | 73.4%+13.5pp |
| Annual return | 43.86% | 20.14%+23.7pp | 91.61%-47.8pp | 53.97%-10.1pp |
| Employer contribution / active EE | $4,290 | $2,789+53.8% | $2,541+68.8% | $2,524+70.0% |
| Participant deferral / active EE | $6,431 | $5,340+20.4% | $4,167+54.3% | $4,232+52.0% |
| Admin fee / account holder | $258 | $154+67.4% | $6,795-96.2% | $114+126.1% |