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) | $37,383 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $60 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND CO Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,528 | $54,121-8.5% | $134,143-63.1% | $73,409-32.5% |
| Participation rate | 34.3% | 64.4%-30.1pp | 72.2%-37.9pp | 72.2%-37.9pp |
| Annual return | -4.96% | -312.52%+307.6pp | 36.33%-41.3pp | 59.29%-64.3pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,704-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $824 | $2,844-71.0% | $3,499-76.5% | $3,805-78.4% |
| Admin fee / account holder | $198 | $132+49.5% | $6,684-97.0% | $158+25.3% |