Filed May 7, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $9,561 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $7,086 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $288 |
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 | $606,170 | $58,347+938.9% | $85,682+607.5% | $86,799+598.4% |
| Participation rate | 99.9% | 64.9%+35.0pp | 69.9%+30.0pp | 72.3%+27.6pp |
| Annual return | 15.38% | 18.43%-3.1pp | 21.49%-6.1pp | 97.91%-82.5pp |
| Employer contribution / active EE | $31,241 | $1,751+1684.5% | $2,618+1093.2% | $2,405+1198.8% |
| Participant deferral / active EE | $14,350 | $3,065+368.1% | $3,923+265.8% | $4,131+247.4% |
| Admin fee / account holder | $8 | $147-94.8% | $6,873-99.9% | $170-95.5% |