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.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 | Bank Trustee | $47,601 |
RETIREMENT HORIZONS INC.6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,262 | $64,286+15.5% | $90,951-18.4% | $73,409+1.2% |
| Participation rate | 52.6% | 63.6%-11.0pp | 69.0%-16.4pp | 72.2%-19.5pp |
| Annual return | 19.86% | 21.45%-1.6pp | 134.60%-114.7pp | 59.29%-39.4pp |
| Employer contribution / active EE | $575 | $895-35.7% | $2,122-72.9% | $2,234-74.2% |
| Participant deferral / active EE | $1,986 | $2,453-19.0% | $3,373-41.1% | $3,805-47.8% |
| Admin fee / account holder | $244 | $287-15.0% | $5,959-95.9% | $158+54.6% |