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) | $20,525 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $14,273 |
CHARLES SCHWAB & CO., INC.3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,955 | $72,607+107.9% | $90,749+66.3% | $66,914+125.6% |
| Participation rate | 40.6% | 73.7%-33.1pp | 75.7%-35.1pp | 69.8%-29.2pp |
| Annual return | -5.35% | -12.28%+6.9pp | -12.16%+6.8pp | 1.58%-6.9pp |
| Employer contribution / active EE | $1,479 | $2,369-37.5% | $2,921-49.4% | $2,544-41.9% |
| Participant deferral / active EE | $2,250 | $3,977-43.4% | $4,564-50.7% | $4,237-46.9% |
| Admin fee / account holder | $696 | $707-1.6% | $8,445-91.8% | $593+17.3% |