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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $70,152 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $48,846 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $20,934 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,519 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,650 | $55,790+60.7% | $76,817+16.7% | $67,579+32.7% |
| Participation rate | 85.2% | 71.1%+14.1pp | 72.1%+13.1pp | 71.3%+13.9pp |
| Annual return | 19.85% | 64.45%-44.6pp | 1166.11%-1146.3pp | 378.56%-358.7pp |
| Employer contribution / active EE | $3,211 | $1,810+77.4% | $2,302+39.5% | $2,148+49.5% |
| Participant deferral / active EE | $3,031 | $2,875+5.4% | $3,336-9.1% | $3,539-14.4% |
| Admin fee / account holder | $89 | $159-43.8% | $6,420-98.6% | $142-37.1% |