Filed August 2, 1996
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.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 | Bank Trustee | $47,601 |
RETIREMENT HORIZONS INC.5+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $8,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,554 | $40,174+55.7% | $84,015-25.5% | $67,579-7.4% |
| Participation rate | 34.1% | 62.7%-28.6pp | 69.0%-34.9pp | 71.3%-37.2pp |
| Annual return | 20.92% | 25.82%-4.9pp | 71.31%-50.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $440 | $808-45.5% | $1,983-77.8% | $2,148-79.5% |
| Participant deferral / active EE | $1,439 | $2,301-37.5% | $3,239-55.6% | $3,539-59.4% |
| Admin fee / account holder | $194 | $128+51.4% | $6,101-96.8% | $142+36.5% |