Filed August 5, 1992
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $36,425 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $10 |
AMERICAN CENTURY3 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 81-4484368 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,574 | $74,347-7.8% | $93,606-26.7% | $67,579+1.5% |
| Participation rate | 92.9% | 80.6%+12.3pp | 75.8%+17.1pp | 71.3%+21.6pp |
| Annual return | 14.32% | 28.07%-13.8pp | 32.76%-18.4pp | 378.56%-364.2pp |
| Employer contribution / active EE | $2,005 | $2,583-22.4% | $2,718-26.2% | $2,148-6.7% |
| Participant deferral / active EE | $3,503 | $4,060-13.7% | $4,069-13.9% | $3,539-1.0% |
| Admin fee / account holder | $53 | $123-56.5% | $7,888-99.3% | $142-62.5% |