Filed July 6, 1992
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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $331,025 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $63,070 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $62,880 |
Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $28,740 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $18,183 |
ADAMS ADDRESSING ASSOCIATES2+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $3,950 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,650 |
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 | $29,894 | $43,110-30.7% | $156,549-80.9% | $65,292-54.2% |
| Participation rate | 83.2% | 69.3%+13.9pp | 84.0%-0.8pp | 72.4%+10.8pp |
| Annual return | 8.25% | 11.24%-3.0pp | 32.23%-24.0pp | 11.84%-3.6pp |
| Employer contribution / active EE | $1,226 | $1,702-28.0% | $5,501-77.7% | $2,302-46.8% |
| Participant deferral / active EE | $3,134 | $2,520+24.4% | $4,871-35.7% | $3,579-12.4% |
| Admin fee / account holder | $75 | $47+57.9% | $13,027-99.4% | $57+30.1% |