Filed July 12, 1994
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY VEST, LLC Service code 11 · EIN 20-2217636 | Actuarial | $132,534 |
RYAN ALM ADVISERS, LLC1 year Service code 28 · EIN 20-2865003 | Investment Management | $18,194 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 11 · EIN 34-1479833 | Actuarial | $9,307 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $360,335-100.0% | $1,035,159-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | - |
| Annual return | -5.55% | 25.06%-30.6pp | -61.72%+56.2pp | - |
| Employer contribution / active EE | $143,147 | $22,783+528.3% | $47,703+200.1% | - |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $5,792-100.0% | - |