Filed June 24, 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 9-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 BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,202 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $59,156 | $52,953+11.7% | $172,739-65.8% | $65,185-9.2% |
| Participation rate | 96.1% | 66.2%+29.9pp | 82.6%+13.4pp | 70.2%+25.9pp |
| Annual return | 22.23% | 30.12%-7.9pp | 802.84%-780.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $8,999 | $2,190+311.0% | $5,143+75.0% | $2,177+313.5% |
| Participant deferral / active EE | $8,032 | $2,471+225.1% | $5,198+54.5% | $3,514+128.6% |
| Admin fee / account holder | $30 | $472-93.7% | $13,954-99.8% | $847-96.5% |