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.3 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 | $73,931 | $65,061+13.6% | $143,757-48.6% | $66,914+10.5% |
| Participation rate | 97.0% | 65.2%+31.8pp | 80.3%+16.7pp | 69.8%+27.2pp |
| Annual return | -17.02% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $7,525 | $2,361+218.8% | $4,951+52.0% | $2,544+195.8% |
| Participant deferral / active EE | $10,443 | $2,919+257.8% | $5,637+85.3% | $4,237+146.5% |
| Admin fee / account holder | $21 | $502-95.9% | $14,673-99.9% | $593-96.5% |