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.3+ years Filed as: CHARLES SCHWAB BANK Service code 28 | Investment Management | $60,636 |
CHARLES SCHWAB & CO., INC.3+ 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 | $99,086 | $44,989+120.2% | $170,442-41.9% | $77,958+27.1% |
| Participation rate | 96.3% | 64.6%+31.6pp | 83.6%+12.7pp | 71.6%+24.6pp |
| Annual return | 16.54% | 19.61%-3.1pp | 205.93%-189.4pp | 20.87%-4.3pp |
| Employer contribution / active EE | $1,304 | $1,466-11.0% | $5,433-76.0% | $2,310-43.5% |
| Participant deferral / active EE | $1,259 | $2,208-43.0% | $4,939-74.5% | $3,537-64.4% |
| Admin fee / account holder | $99 | $69+43.8% | $13,880-99.3% | $97+1.8% |