Filed December 10, 1990
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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,572 |
Service code 26 · EIN 20-0013572 | Advisory (Participants) | $98,461 |
Filed as: CIBC BANK USA Service code 28 · EIN 36-3722148 | Investment Management | $36,009 |
BECKER CAPITAL MANAGEMENT4 years Filed as: BECKER CAPITAL MANAGEMENT INC Service code 26 · EIN 93-0663104 | Advisory (Participants) | $18,219 |
AMERICAN FUNDS4 years Filed as: SONATA CAPITAL GROUP INC Service code 26 · EIN 91-2035283 | Advisory (Participants) | $13,053 |
COLDSTREAM WEALTH MANAGEMENT4 years Service code 26 · EIN 93-1052371 | Advisory (Participants) | $12,928 |
Service code 26 · EIN 81-3858870 | Advisory (Participants) | $10,464 |
Filed as: BUCKINGHAM STRATEGIC WEALTH LL Service code 26 · EIN 20-8306720 | Advisory (Participants) | $7,765 |
Filed as: CHARLES SCHWAB &CO., INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,752 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,517 | $122,186+189.3% | $146,958+140.6% | $199,593+77.1% |
| Participation rate | 96.0% | 78.3%+17.8pp | 82.2%+13.9pp | 72.0%+24.1pp |
| Annual return | 13.66% | 30.56%-16.9pp | 418.34%-404.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $11,467 | $4,093+180.2% | $4,933+132.5% | $3,034+277.9% |
| Participant deferral / active EE | $14,104 | $8,502+65.9% | $8,070+74.8% | $5,087+177.3% |
| Admin fee / account holder | $166 | $179-7.1% | $12,998-98.7% | $269-38.2% |