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) | $17,291 |
Service code 13 · EIN 31-1360674 | Contract Administrator | $12,226 |
CHARLES SCHWAB & CO., INC.4 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,296 | $71,516+78.0% | $98,439+29.3% | $71,457+78.1% |
| Participation rate | 45.6% | 72.7%-27.1pp | 75.2%-29.5pp | 67.9%-22.3pp |
| Annual return | 0.49% | 32.41%-31.9pp | 21.16%-20.7pp | 28.85%-28.4pp |
| Employer contribution / active EE | $1,650 | $2,399-31.2% | $3,048-45.9% | $2,588-36.2% |
| Participant deferral / active EE | $2,460 | $4,109-40.1% | $4,738-48.1% | $4,289-42.6% |
| Admin fee / account holder | $557 | $1,675-66.7% | $8,948-93.8% | $1,587-64.9% |