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 |
|---|---|---|
VERUS2+ years Filed as: VERUS ADVISORY INC Service code 28 · EIN 91-1320111 | Investment Management | $48,016 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $181,530 | $69,305+161.9% | $82,313+120.5% | $69,631+160.7% |
| Participation rate | 97.8% | 80.3%+17.6pp | 76.9%+20.9pp | 70.7%+27.1pp |
| Annual return | 16.96% | 21.47%-4.5pp | 25.88%-8.9pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,845 | $1,887-2.2% | $2,428-24.0% | $2,032-9.2% |
| Participant deferral / active EE | $6,299 | $3,568+76.5% | $3,706+70.0% | $3,224+95.4% |
| Admin fee / account holder | $46 | $97-52.8% | $5,608-99.2% | $110-58.4% |