Filed December 19, 1990
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.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,877 | $185,342-83.3% | $111,297-72.3% | $86,799-64.4% |
| Participation rate | 87.4% | 81.0%+6.5pp | 77.3%+10.1pp | 72.3%+15.2pp |
| Annual return | 13.94% | 500.80%-486.9pp | 54.65%-40.7pp | 97.91%-84.0pp |
| Employer contribution / active EE | $848 | $2,246-62.2% | $2,731-68.9% | $2,405-64.7% |
| Participant deferral / active EE | $1,847 | $4,458-58.6% | $4,487-58.8% | $4,131-55.3% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |