Filed May 21, 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 9-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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 | Recordkeeping | $26,868 |
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $11,263 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $4,721 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,140 | $70,667-16.3% | $123,104-52.0% | $52,331+13.0% |
| Participation rate | 79.1% | 83.7%-4.6pp | 86.8%-7.7pp | 68.1%+11.0pp |
| Annual return | 1.19% | 6.23%-5.0pp | 13.22%-12.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,822 | $2,946-38.2% | $5,151-64.6% | $1,882-3.2% |
| Participant deferral / active EE | $3,801 | $4,493-15.4% | $6,230-39.0% | $3,022+25.8% |
| Admin fee / account holder | $80 | $506-84.1% | $9,015-99.1% | $592-86.4% |