Filed September 21, 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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,566 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $15,000 |
TREETOP CONSULTING LLC4+ years Service code 28 · EIN 02-0591309 | Investment Management | $5,151 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,539 | $40,113+135.7% | $84,015+12.5% | $77,787+21.5% |
| Participation rate | 25.2% | 62.8%-37.5pp | 69.0%-43.8pp | 73.2%-48.0pp |
| Annual return | 6.27% | 23.27%-17.0pp | 71.31%-65.0pp | 32.57%-26.3pp |
| Employer contribution / active EE | $531 | $847-37.4% | $1,983-73.3% | $2,504-78.8% |
| Participant deferral / active EE | $940 | $2,030-53.7% | $3,239-71.0% | $3,967-76.3% |
| Admin fee / account holder | $41 | $92-55.7% | $6,101-99.3% | $100-59.5% |