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 | $479,722 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W CAMMACK ASSOCIATES INC Service code 16 2 RECTOR ST 23RD FL · NEW YORK, NY 10006 | Consulting | $63,050 |
STEEL OAKS INVESTMENT1 year Filed as: STEEL PEAK WEALTH MANAGEMENT Service code 71 | Brokerage Fees | $1,558 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $400 |
Service code 71 | Brokerage Fees | $0 |
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 | $35,801 | $44,007-18.6% | $154,107-76.8% | $68,904-48.0% |
| Participation rate | 87.3% | 70.0%+17.2pp | 83.0%+4.2pp | 74.1%+13.1pp |
| Annual return | -5.52% | 8.15%-13.7pp | 735.12%-740.6pp | 1.07%-6.6pp |
| Employer contribution / active EE | $1,526 | $1,732-11.9% | $5,298-71.2% | $2,540-39.9% |
| Participant deferral / active EE | $3,698 | $2,813+31.5% | $5,081-27.2% | $4,015-7.9% |
| Admin fee / account holder | $94 | $65+45.3% | $13,411-99.3% | $71+31.9% |