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 | $5,958 |
CHARLES SCHWAB & CO., INC.8 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 | $56,359 | $54,701+3.0% | $86,188-34.6% | $71,457-21.1% |
| Participation rate | 82.3% | 60.1%+22.2pp | 69.0%+13.3pp | 67.9%+14.3pp |
| Annual return | 14.33% | 20.06%-5.7pp | 1168.45%-1154.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,041 | $1,265+61.3% | $2,380-14.2% | $2,588-21.1% |
| Participant deferral / active EE | $2,834 | $3,108-8.8% | $3,985-28.9% | $4,289-33.9% |
| Admin fee / account holder | $42 | $1,922-97.8% | $6,852-99.4% | $1,587-97.3% |