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 | $9,111 |
CHARLES SCHWAB & CO., INC.7 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 | $53,760 | $49,451+8.7% | $79,550-32.4% | $66,914-19.7% |
| Participation rate | 81.6% | 61.3%+20.3pp | 69.5%+12.1pp | 69.8%+11.8pp |
| Annual return | -13.24% | 84.25%-97.5pp | 0.16%-13.4pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,174 | $1,266+71.8% | $2,413-9.9% | $2,544-14.5% |
| Participant deferral / active EE | $2,922 | $3,159-7.5% | $3,985-26.7% | $4,237-31.0% |
| Admin fee / account holder | $67 | $595-88.6% | $6,832-99.0% | $593-88.6% |