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.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,946 | $95,416-2.6% | $185,823-50.0% | $85,850+8.3% |
| Participation rate | 96.6% | 68.8%+27.9pp | 81.7%+14.9pp | 69.3%+27.3pp |
| Annual return | 14.76% | 23.59%-8.8pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $10,692 | $3,314+222.7% | $5,167+106.9% | $2,565+316.8% |
| Participant deferral / active EE | $7,394 | $3,423+116.0% | $5,568+32.8% | $3,952+87.1% |
| Admin fee / account holder | $22 | $7,213-99.7% | $16,237-99.9% | $6,260-99.7% |