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) | $17,170 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $12,088 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,698 | $79,428+113.6% | $106,548+59.3% | $79,386+113.8% |
| Participation rate | 42.6% | 74.1%-31.6pp | 76.1%-33.6pp | 70.7%-28.1pp |
| Annual return | 30.11% | 18.27%+11.8pp | 26.80%+3.3pp | 116.85%-86.7pp |
| Employer contribution / active EE | $630 | $2,234-71.8% | $2,819-77.7% | $2,427-74.1% |
| Participant deferral / active EE | $1,892 | $3,823-50.5% | $4,398-57.0% | $4,046-53.2% |
| Admin fee / account holder | $585 | $523+11.9% | $7,407-92.1% | $626-6.6% |