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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,725 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $9,600 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,172 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,864 | $78,852-20.3% | $76,768-18.1% | $75,289-16.5% |
| Participation rate | 93.3% | 85.0%+8.3pp | 77.0%+16.3pp | 72.4%+20.9pp |
| Annual return | -5.54% | -1.29%-4.3pp | 2.43%-8.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $2,128 | $2,794-23.8% | $2,485-14.4% | $2,405-11.5% |
| Participant deferral / active EE | $4,701 | $4,800-2.0% | $3,852+22.1% | $3,739+25.8% |
| Admin fee / account holder | $91 | $79+14.7% | $6,675-98.6% | $102-11.5% |