Filed October 5, 1995
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $530,424 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $90,000 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE & TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $65,584 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $20,244 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,669 | $83,458+18.2% | $123,104-19.8% | $67,505+46.2% |
| Participation rate | 92.6% | 84.5%+8.1pp | 86.8%+5.8pp | 71.2%+21.4pp |
| Annual return | 2.00% | 1.29%+0.7pp | 13.22%-11.2pp | 6.52%-4.5pp |
| Employer contribution / active EE | $2,723 | $3,087-11.8% | $5,151-47.1% | $2,173+25.3% |
| Participant deferral / active EE | $7,970 | $5,379+48.2% | $6,230+27.9% | $3,597+121.6% |
| Admin fee / account holder | $86 | $60+43.6% | $9,015-99.0% | $56+52.8% |