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 |
|---|---|---|
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,952 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,406 | $48,166+141.7% | $96,562+20.6% | $93,030+25.1% |
| Participation rate | 25.8% | 65.1%-39.4pp | 69.8%-44.1pp | 73.9%-48.1pp |
| Annual return | 42.74% | 21.31%+21.4pp | 37.78%+5.0pp | 158.70%-116.0pp |
| Employer contribution / active EE | $554 | $1,070-48.2% | $2,356-76.5% | $2,706-79.5% |
| Participant deferral / active EE | $1,004 | $2,576-61.0% | $3,849-73.9% | $4,562-78.0% |
| Admin fee / account holder | $25 | $110-77.7% | $6,181-99.6% | $152-83.8% |