Filed November 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 | $28,121 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 10100 INNOVATIVE DRIVE · DAYTON, OH 45342 | Accounting | $13,375 |
MSI FINANCIAL SERVICES INC.2 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $7,126 |
A+ LETTER SERVICE, INC.1 year Service code 99 200 SYRACUSE CT · LAKEWOOD, NJ 08701 | Other Fees | $6,877 |
Filed as: MML INVESTORS SERVICES Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $4,331 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $757 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 71 1015 CORPORATE SQUARE DR STE 300 · ST LOUIS, MO 63132 | Brokerage Fees | $244 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GR Service code 71 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,709 | $44,989+30.5% | $170,442-65.6% | $77,958-24.7% |
| Participation rate | 50.6% | 64.6%-14.0pp | 83.6%-33.0pp | 71.6%-21.1pp |
| Annual return | 43.15% | 19.61%+23.5pp | 205.93%-162.8pp | 20.87%+22.3pp |
| Employer contribution / active EE | $635 | $1,466-56.7% | $5,433-88.3% | $2,310-72.5% |
| Participant deferral / active EE | $3,957 | $2,208+79.2% | $4,939-19.9% | $3,537+11.9% |
| Admin fee / account holder | $48 | $69-29.9% | $13,880-99.7% | $97-50.3% |