Filed January 11, 1994
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 15 · EIN 16-1450952 | Recordkeeping | $33,319 |
Filed as: FOCUS PARTNERS WEALTH Service code 27 · EIN 90-0751149 | Advisory (Plan) | $19,913 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,311 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,331 | $87,870+5.1% | $113,168-18.4% | $74,304+24.3% |
| Participation rate | 78.3% | 70.7%+7.5pp | 76.6%+1.7pp | 60.3%+17.9pp |
| Annual return | 17.82% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,022 | $2,277-55.1% | $2,975-65.6% | $2,241-54.4% |
| Participant deferral / active EE | $4,098 | $4,241-3.4% | $5,107-19.8% | $3,767+8.8% |
| Admin fee / account holder | $205 | $3,368-93.9% | $12,068-98.3% | $2,969-93.1% |