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 GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 | Recordkeeping | $44,696 |
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $21,749 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $6,485 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $76,984 | $64,954+18.5% | $115,752-33.5% | $62,292+23.6% |
| Participation rate | 75.5% | 73.0%+2.5pp | 77.8%-2.2pp | 69.5%+6.0pp |
| Annual return | 17.50% | 24.87%-7.4pp | 19.41%-1.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $2,344-100.0% | $3,492-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,988 | $3,665+8.8% | $5,204-23.4% | $3,169+25.8% |
| Admin fee / account holder | $111 | $414-73.2% | $6,278-98.2% | $479-76.9% |