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.2+ years Filed as: CHARLES SCHWAB BANK Service code 28 | Investment Management | $56,415 |
CHARLES SCHWAB & CO., INC.2+ 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 | $86,591 | $37,213+132.7% | $156,549-44.7% | $63,975+35.4% |
| Participation rate | 88.8% | 65.0%+23.8pp | 84.0%+4.8pp | 71.1%+17.7pp |
| Annual return | 8.47% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,127 | $1,357-17.0% | $5,501-79.5% | $2,182-48.4% |
| Participant deferral / active EE | $1,080 | $2,070-47.8% | $4,871-77.8% | $3,356-67.8% |
| Admin fee / account holder | $99 | $56+76.2% | $13,027-99.2% | $70+40.9% |