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 | $408,990 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $63,050 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $14,858 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $9,396 |
ADAMS ADDRESSING ASSOCIATES3+ years Service code 99 39 FARINELLA DR · EAST HANOVER, NJ 07936 | Other Fees | $3,083 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $2,425 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,687 | $48,835-26.9% | $170,442-79.1% | $177,276-79.9% |
| Participation rate | 85.9% | 72.1%+13.9pp | 83.6%+2.3pp | 74.8%+11.1pp |
| Annual return | 17.13% | 19.44%-2.3pp | 205.93%-188.8pp | 21.25%-4.1pp |
| Employer contribution / active EE | $1,365 | $1,798-24.1% | $5,433-74.9% | $2,479-45.0% |
| Participant deferral / active EE | $3,355 | $2,757+21.7% | $4,939-32.1% | $3,881-13.6% |
| Admin fee / account holder | $84 | $52+62.5% | $13,880-99.4% | $154-45.2% |