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 Service code 15 · EIN 34-1479833 | Recordkeeping | $86,073 |
Filed as: PRUDENTIAL INSURANCE CO Service code 50 · EIN 22-1211670 | Direct Payment | $44,164 |
Filed as: PRUDENTIAL TRUST CO. Service code 50 · EIN 23-6994310 | Direct Payment | $18,297 |
DOPKINS & COMPANY, LLP1 year Filed as: DOPKINS AND COMPANY LLC Service code 10 · EIN 16-0929175 | Accounting | $18,250 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $6,250 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $1,889 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,092 | $56,503+41.7% | $70,092+14.3% | $64,808+23.6% |
| Participation rate | 94.4% | 70.5%+23.9pp | 70.5%+23.9pp | 71.5%+22.9pp |
| Annual return | 32.73% | -13.44%+46.2pp | 190.73%-158.0pp | 32.82%-0.1pp |
| Employer contribution / active EE | $3,222 | $2,046+57.5% | $2,559+25.9% | $2,506+28.6% |
| Participant deferral / active EE | $3,153 | $3,389-7.0% | $3,849-18.1% | $4,310-26.9% |
| Admin fee / account holder | $83 | $160-48.0% | $6,267-98.7% | $188-55.6% |