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 |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $83,479 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,193 |
Service code 28 · EIN 47-1411118 | Investment Management | $55,633 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,132 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,931 | $50,815+271.8% | $155,509+21.5% | $77,643+143.3% |
| Participation rate | 98.0% | 63.1%+34.9pp | 78.2%+19.8pp | 70.6%+27.4pp |
| Annual return | 18.63% | 34.80%-16.2pp | 64.67%-46.0pp | 31.24%-12.6pp |
| Employer contribution / active EE | $11,905 | $1,993+497.4% | $4,672+154.8% | $2,726+336.7% |
| Participant deferral / active EE | $9,422 | $2,822+233.9% | $5,626+67.5% | $4,647+102.8% |
| Admin fee / account holder | $179 | $437-59.0% | $15,912-98.9% | $430-58.4% |