Filed June 30, 1995
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 | $90,327 |
MULTNOMAH GROUP3+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $24,300 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,998 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,386 | $69,305+63.6% | $82,313+37.8% | $69,631+62.8% |
| Participation rate | 96.4% | 80.3%+16.2pp | 76.9%+19.5pp | 70.7%+25.7pp |
| Annual return | 24.13% | 21.47%+2.7pp | 25.88%-1.8pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $3,133 | $1,887+66.1% | $2,428+29.0% | $2,032+54.2% |
| Participant deferral / active EE | $7,049 | $3,568+97.5% | $3,706+90.2% | $3,224+118.7% |
| Admin fee / account holder | $120 | $97+23.9% | $5,608-97.9% | $110+9.0% |