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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,074 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 50 · EIN 22-1211670 | Direct Payment | $49,522 |
Filed as: PRUDENTIAL TRUST CO. Service code 50 · EIN 23-6994310 | Direct Payment | $21,224 |
WESTMINSTER CONSULTING, LLC7+ years Filed as: WESTMINSTER CONSULTING LLC Service code 28 · EIN 45-3679779 | Investment Management | $12,500 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $234 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,617 | $66,528+54.2% | $86,874+18.1% | $86,799+18.2% |
| Participation rate | 77.3% | 72.4%+4.9pp | 71.6%+5.6pp | 72.3%+5.0pp |
| Annual return | 11.95% | 19.56%-7.6pp | 63.52%-51.6pp | 97.91%-86.0pp |
| Employer contribution / active EE | $2,797 | $2,007+39.4% | $2,495+12.1% | $2,405+16.3% |
| Participant deferral / active EE | $2,972 | $3,240-8.3% | $3,699-19.7% | $4,131-28.1% |
| Admin fee / account holder | $104 | $148-29.7% | $5,828-98.2% | $170-38.6% |