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 |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $67,656 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,671 |
Service code 28 · EIN 47-1411118 | Investment Management | $44,991 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $503 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,201 | $47,126+244.2% | $149,673+8.4% | $74,419+118.0% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.5pp | 70.7%+26.6pp |
| Annual return | 19.36% | 22.75%-3.4pp | 134.42%-115.1pp | 34.38%-15.0pp |
| Employer contribution / active EE | $13,205 | $1,905+593.0% | $4,818+174.1% | $2,637+400.7% |
| Participant deferral / active EE | $8,760 | $2,728+221.1% | $5,680+54.2% | $4,528+93.5% |
| Admin fee / account holder | $156 | $343-54.6% | $13,210-98.8% | $348-55.3% |