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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2 years Service code 11 · EIN 11-2836994 | Actuarial | $52,208 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,015 | $44,873+149.6% | $79,464+41.0% | $56,287+99.0% |
| Participation rate | 95.8% | 68.7%+27.1pp | 73.3%+22.5pp | 69.9%+25.9pp |
| Annual return | -4.25% | 0.81%-5.1pp | 718.14%-722.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $7,183 | $2,140+235.7% | $2,800+156.5% | $2,111+240.3% |
| Participant deferral / active EE | $7,396 | $2,746+169.4% | $3,704+99.7% | $3,350+120.8% |
| Admin fee / account holder | $354 | $418-15.4% | $5,113-93.1% | $521-32.1% |