Filed January 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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $22,672 |
CHARLES SCHWAB & CO., INC.6 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 | $61,433 | $59,263+3.7% | $96,562-36.4% | $79,386-22.6% |
| Participation rate | 81.0% | 61.9%+19.1pp | 69.8%+11.2pp | 70.7%+10.3pp |
| Annual return | 12.26% | 27.07%-14.8pp | 37.78%-25.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,038 | $1,216+67.7% | $2,356-13.5% | $2,427-16.0% |
| Participant deferral / active EE | $2,620 | $2,948-11.1% | $3,849-31.9% | $4,046-35.2% |
| Admin fee / account holder | $164 | $658-75.2% | $6,181-97.4% | $626-73.9% |