Filed September 25, 1992
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 | $182,983 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $40,778 |
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 | $107,957 | $144,604-25.3% | $88,497+22.0% | $63,975+68.8% |
| Participation rate | 77.6% | 91.8%-14.2pp | 82.4%-4.8pp | 71.1%+6.5pp |
| Annual return | 8.49% | 9.63%-1.1pp | 7.63%+0.9pp | 48.65%-40.2pp |
| Employer contribution / active EE | $3,210 | $4,008-19.9% | $4,036-20.5% | $2,182+47.1% |
| Participant deferral / active EE | $6,283 | $7,027-10.6% | $4,899+28.2% | $3,356+87.2% |
| Admin fee / account holder | $40 | $78-49.2% | $6,220-99.4% | $70-43.5% |