Filed September 30, 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 |
|---|---|---|
CALLAN LLC4 years Filed as: CALLAN ASSOCIATES INC Service code 28 · EIN 94-2192581 | Investment Management | $257,187 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,672 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $22,980 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $501,704 | $160,882+211.8% | $200,582+150.1% | $102,872+387.7% |
| Participation rate | 98.8% | 91.2%+7.7pp | 86.9%+12.0pp | 73.0%+25.8pp |
| Annual return | 15.61% | 18.15%-2.5pp | 42.33%-26.7pp | 19.06%-3.4pp |
| Employer contribution / active EE | $15,236 | $5,602+172.0% | $6,419+137.4% | $3,526+332.1% |
| Participant deferral / active EE | $25,820 | $9,300+177.6% | $9,331+176.7% | $5,535+366.5% |
| Admin fee / account holder | $142 | $125+13.8% | $16,305-99.1% | $292-51.4% |