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.5+ years Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 | Investment Management | $54,455 |
CHARLES SCHWAB & CO., INC.5+ 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 | $103,052 | $47,456+117.2% | $172,739-40.3% | $77,787+32.5% |
| Participation rate | 95.1% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+21.9pp |
| Annual return | 37.16% | 35.57%+1.6pp | 802.84%-765.7pp | 32.57%+4.6pp |
| Employer contribution / active EE | $1,144 | $1,574-27.3% | $5,143-77.7% | $2,504-54.3% |
| Participant deferral / active EE | $1,218 | $2,560-52.4% | $5,198-76.6% | $3,967-69.3% |
| Admin fee / account holder | $87 | $81+7.6% | $13,954-99.4% | $100-13.1% |