Filed November 11, 1993
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.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,336 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF IL Service code 64 · EIN 37-0899315 465 FULTON STREET · PEORIA, IL 61602 | Recordkeeping Fees | $12,799 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,077 | $89,274-5.8% | $149,718-43.8% | $77,958+7.8% |
| Participation rate | 85.8% | 87.6%-1.8pp | 87.1%-1.2pp | 71.6%+14.2pp |
| Annual return | 22.96% | 20.36%+2.6pp | 1501.63%-1478.7pp | 20.87%+2.1pp |
| Employer contribution / active EE | $3,912 | $3,727+5.0% | $5,445-28.2% | $2,310+69.3% |
| Participant deferral / active EE | $4,362 | $5,382-19.0% | $6,569-33.6% | $3,537+23.3% |
| Admin fee / account holder | $128 | $240-46.7% | $11,283-98.9% | $97+31.3% |