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 5-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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,754 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $64 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,782 | $62,127-34.4% | $81,382-49.9% | $74,495-45.3% |
| Participation rate | 99.0% | 64.0%+35.0pp | 69.5%+29.5pp | 67.2%+31.8pp |
| Annual return | 11.46% | 16.48%-5.0pp | 24.73%-13.3pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,478 | $1,882+31.6% | $2,463+0.6% | $2,623-5.5% |
| Participant deferral / active EE | $4,366 | $3,229+35.2% | $3,883+12.4% | $4,346+0.5% |
| Admin fee / account holder | $40 | $1,934-97.9% | $5,768-99.3% | $1,942-97.9% |