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., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $185,789 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $37,679 |
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 | $124,758 | $138,427-9.9% | $97,995+27.3% | $69,631+79.2% |
| Participation rate | 100.0% | 90.0%+10.0pp | 82.4%+17.6pp | 70.7%+29.3pp |
| Annual return | 18.16% | 26.21%-8.1pp | 23.94%-5.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $4,477 | $4,858-7.8% | $4,158+7.7% | $2,032+120.3% |
| Participant deferral / active EE | $8,513 | $7,165+18.8% | $5,097+67.0% | $3,224+164.1% |
| Admin fee / account holder | $41 | $101-59.3% | $5,943-99.3% | $110-62.9% |