Filed October 19, 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 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 28 | Investment Management | $59,636 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,731 | $37,039+109.9% | $147,614-47.3% | $59,188+31.3% |
| Participation rate | 90.7% | 63.8%+27.0pp | 84.6%+6.1pp | 69.4%+21.3pp |
| Annual return | -0.58% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $936 | $1,353-30.8% | $5,564-83.2% | $2,098-55.4% |
| Participant deferral / active EE | $977 | $2,094-53.3% | $4,895-80.0% | $3,265-70.1% |
| Admin fee / account holder | $103 | $60+71.4% | $11,611-99.1% | $92+11.9% |