Filed October 21, 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.
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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,005 |
MERCER4 years Filed as: MERCER (US) INC Service code 28 · EIN 13-2834414 | Investment Management | $11,412 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,188 | $98,727-47.1% | $113,168-53.9% | $85,563-39.0% |
| Participation rate | 95.4% | 80.8%+14.6pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 12.43% | 17.43%-5.0pp | 24.27%-11.8pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,156 | $2,907-25.8% | $2,975-27.5% | $2,654-18.7% |
| Participant deferral / active EE | $5,277 | $5,424-2.7% | $5,107+3.3% | $4,375+20.6% |
| Admin fee / account holder | $72 | $357-79.8% | $12,068-99.4% | $834-91.4% |