Filed February 2, 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 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.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,324 |
USI CONSULTING GROUP4 years Service code 12 · EIN 06-1053228 | Trustee (directed); Distribution (12b... | $8,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,856 | $197,941-32.4% | $100,534+33.1% | $85,563+56.4% |
| Participation rate | 95.7% | 83.8%+11.9pp | 80.6%+15.1pp | 66.0%+29.7pp |
| Annual return | 18.27% | 21.00%-2.7pp | 32.66%-14.4pp | 31.51%-13.2pp |
| Employer contribution / active EE | $4,557 | $7,157-36.3% | $4,346+4.8% | $2,654+71.7% |
| Participant deferral / active EE | $9,431 | $9,061+4.1% | $6,144+53.5% | $4,375+115.5% |
| Admin fee / account holder | $16 | $1,158-98.6% | $7,654-99.8% | $834-98.1% |