Filed January 19, 1996
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,702 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $5,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,497 | $82,917+168.3% | $103,333+115.3% | $77,643+186.6% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 16.36% | 19.13%-2.8pp | 24.88%-8.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $4,679 | $3,552+31.7% | $3,868+21.0% | $2,726+71.6% |
| Participant deferral / active EE | $12,818 | $4,108+212.0% | $5,057+153.4% | $4,647+175.8% |
| Admin fee / account holder | $129 | $638-79.8% | $8,355-98.5% | $430-70.1% |