Filed May 5, 1997
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 |
|---|---|---|
VERUS1+ years Filed as: VERUS ADVISORY INC Service code 28 · EIN 91-1320111 | Investment Management | $17,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $165,843 | $63,905+159.5% | $74,183+123.6% | $57,658+187.6% |
| Participation rate | 99.2% | 79.8%+19.5pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 8.02% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,864 | $1,840+1.3% | $2,370-21.3% | $1,974-5.5% |
| Participant deferral / active EE | $6,068 | $3,448+76.0% | $3,550+71.0% | $3,061+98.3% |
| Admin fee / account holder | $22 | $91-76.2% | $5,586-99.6% | $95-77.1% |