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.4+ years Filed as: CHARLES SCHWAB BANK Service code 28 | Investment Management | $61,280 |
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 | $90,595 | $45,382+99.6% | $154,107-41.2% | $75,289+20.3% |
| Participation rate | 95.8% | 65.9%+29.9pp | 83.0%+12.7pp | 72.4%+23.3pp |
| Annual return | -5.40% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,334 | $1,533-12.9% | $5,298-74.8% | $2,405-44.5% |
| Participant deferral / active EE | $1,392 | $2,384-41.6% | $5,081-72.6% | $3,739-62.8% |
| Admin fee / account holder | $95 | $89+6.4% | $13,411-99.3% | $102-7.1% |