Filed February 25, 1998
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 |
|---|---|---|
Service code 11 · EIN 11-2836994 | Actuarial | $34,111 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,450 |
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 | $124,860 | $50,637+146.6% | $86,590+44.2% | $62,292+100.4% |
| Participation rate | 85.6% | 67.9%+17.7pp | 73.5%+12.1pp | 69.5%+16.1pp |
| Annual return | 15.91% | 20.80%-4.9pp | 964.84%-948.9pp | 28.90%-13.0pp |
| Employer contribution / active EE | $7,169 | $2,075+245.5% | $2,839+152.5% | $2,042+251.0% |
| Participant deferral / active EE | $7,277 | $2,611+178.7% | $3,609+101.7% | $3,169+129.6% |
| Admin fee / account holder | $267 | $413-35.3% | $4,906-94.6% | $479-44.3% |