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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,493 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 50 · EIN 22-1211670 | Direct Payment | $49,988 |
WESTMINSTER CONSULTING, LLC6+ years Filed as: WESTMINSTER CONSULTING LLC Service code 28 · EIN 45-3679779 | Investment Management | $25,000 |
Filed as: PRUDENTIAL TRUST CO. Service code 50 · EIN 23-6994310 | Direct Payment | $21,423 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $138 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
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 | $99,248 | $61,473+61.4% | $81,930+21.1% | $73,409+35.2% |
| Participation rate | 79.9% | 72.4%+7.5pp | 72.0%+7.9pp | 72.2%+7.7pp |
| Annual return | 15.64% | 28.26%-12.6pp | 29.49%-13.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,956 | $1,898+55.7% | $4,310-31.4% | $2,234+32.3% |
| Participant deferral / active EE | $2,954 | $3,080-4.1% | $7,107-58.4% | $3,805-22.4% |
| Admin fee / account holder | $110 | $125-12.4% | $5,158-97.9% | $158-30.4% |