Filed January 18, 1996
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.
| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,200 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $10,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,640 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage; ... | $200 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Float revenue; ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,763 | $105,247-59.4% | $87,100-50.9% | $77,787-45.0% |
| Participation rate | 90.5% | 85.8%+4.8pp | 76.9%+13.7pp | 73.2%+17.3pp |
| Annual return | 18.94% | 24.52%-5.6pp | 28.19%-9.2pp | 32.57%-13.6pp |
| Employer contribution / active EE | $1,200 | $2,895-58.6% | $2,521-52.4% | $2,504-52.1% |
| Participant deferral / active EE | $1,497 | $5,060-70.4% | $4,049-63.0% | $3,967-62.3% |
| Admin fee / account holder | $9 | $104-91.3% | $7,497-99.9% | $100-90.9% |