Filed November 11, 1993
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 | $422,687 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $49,939 |
BUSEY WEALTH MANAGEMENT7 years Filed as: BUSEY BANK Service code 27 · EIN 37-0613731 | Advisory (Plan) | $9,923 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $148,046 | $160,882-8.0% | $200,582-26.2% | $102,872+43.9% |
| Participation rate | 86.6% | 91.2%-4.5pp | 86.9%-0.3pp | 73.0%+13.6pp |
| Annual return | 24.36% | 18.15%+6.2pp | 42.33%-18.0pp | 19.06%+5.3pp |
| Employer contribution / active EE | $5,395 | $5,602-3.7% | $6,419-16.0% | $3,526+53.0% |
| Participant deferral / active EE | $6,537 | $9,300-29.7% | $9,331-29.9% | $5,535+18.1% |
| Admin fee / account holder | $191 | $125+52.9% | $16,305-98.8% | $292-34.7% |