Filed September 27, 1995 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $11,296 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $11,075 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 50 · EIN 42-1558009 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,413 | $66,310+132.9% | $93,606+65.0% | $65,185+136.9% |
| Participation rate | 35.0% | 74.0%-39.0pp | 75.8%-40.8pp | 70.2%-35.2pp |
| Annual return | 2.39% | 42.58%-40.2pp | 32.76%-30.4pp | 29.38%-27.0pp |
| Employer contribution / active EE | $479 | $2,012-76.2% | $2,718-82.4% | $2,177-78.0% |
| Participant deferral / active EE | $1,203 | $3,342-64.0% | $4,069-70.4% | $3,514-65.8% |
| Admin fee / account holder | $520 | $6,897-92.5% | $7,888-93.4% | $847-38.6% |