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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $148,961 |
MULTNOMAH GROUP5+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $27,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,032 |
CHARLES SCHWAB & CO., INC.5+ 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 | $70,669 | $105,247-32.9% | $87,100-18.9% | $77,787-9.1% |
| Participation rate | 96.3% | 85.8%+10.5pp | 76.9%+19.4pp | 73.2%+23.1pp |
| Annual return | 21.57% | 24.52%-2.9pp | 28.19%-6.6pp | 32.57%-11.0pp |
| Employer contribution / active EE | $2,239 | $2,895-22.7% | $2,521-11.2% | $2,504-10.6% |
| Participant deferral / active EE | $4,921 | $5,060-2.8% | $4,049+21.5% | $3,967+24.0% |
| Admin fee / account holder | $94 | $104-10.3% | $7,497-98.7% | $100-6.3% |