Filed December 29, 1992
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 10-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 |
|---|---|---|
Service code 26 · EIN 54-1620949 14325 WILLARD ROAD SUITE 104 · CHANTILLY, VA 20151 | Advisory (Participants) | $31,779 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage | $261 |
Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
Service code 33 · EIN 42-1558009 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB AND CO Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,826 | $45,324-3.3% | $122,332-64.2% | $69,631-37.1% |
| Participation rate | 41.7% | 59.9%-18.3pp | 71.6%-30.0pp | 70.7%-29.0pp |
| Annual return | 13.65% | 25.35%-11.7pp | 30.27%-16.6pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $826 | $2,367-65.1% | $3,287-74.9% | $3,224-74.4% |
| Admin fee / account holder | $157 | $87+79.9% | $5,478-97.1% | $110+41.8% |