Filed December 29, 1992
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $92,984 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $46,041 |
Service code 28 · EIN 47-1411118 | Investment Management | $30,583 |
THOMPSON HINE1 year Filed as: THOMPSON GREENSPON Service code 10 · EIN 54-1029635 | Accounting | $11,384 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,297 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,064 | $46,292+174.5% | $143,757-11.6% | $64,808+96.1% |
| Participation rate | 97.6% | 64.2%+33.4pp | 80.3%+17.3pp | 71.5%+26.1pp |
| Annual return | -16.71% | -10.05%-6.7pp | -0.04%-16.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8,248 | $2,646+211.8% | $5,637+46.3% | $4,310+91.4% |
| Admin fee / account holder | $164 | $154+6.6% | $14,673-98.9% | $188-12.7% |