Filed September 21, 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 |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $63,682 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $61,039 |
Filed as: PURDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $21,464 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,656 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,821 | $48,261+63.3% | $68,793+14.6% | $55,725+41.4% |
| Participation rate | 91.9% | 71.0%+20.8pp | 72.2%+19.6pp | 70.9%+21.0pp |
| Annual return | -3.78% | -2.61%-1.2pp | -4.63%+0.8pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,405 | $1,742+95.5% | $2,625+29.7% | $2,078+63.9% |
| Participant deferral / active EE | $3,007 | $2,712+10.9% | $3,311-9.2% | $3,356-10.4% |
| Admin fee / account holder | $80 | $126-36.8% | $5,131-98.4% | $115-30.8% |