Filed October 19, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 | Recordkeeping | $66,203 |
COZAD ASSET MANAGEMENT5 years Filed as: COZAD ASSET MANAGEMENT INC. Service code 22 · EIN 37-0958133 | Insurance Broker | $62,081 |
CHOREO LLC3 years Service code 22 · EIN 41-1944416 | Insurance Broker | $31,381 |
CREATIVE PLANNING LLC3 years Service code 22 · EIN 43-1270780 | Insurance Broker | $18,673 |
RUEDI WEALTH MGMT INC5 years Filed as: RUEDI WEALTH MGMT INC. Service code 22 · EIN 47-1794932 | Insurance Broker | $16,327 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 22 · EIN 82-3967259 | Insurance Broker | $26 |
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 | $137,663 | $53,136+159.1% | $155,509-11.5% | $199,593-31.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.1pp |
| Annual return | 12.65% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,068 | $1,851-42.3% | $4,672-77.1% | $3,034-64.8% |
| Participant deferral / active EE | $2,369 | $3,161-25.0% | $5,626-57.9% | $5,087-53.4% |
| Admin fee / account holder | $118 | $185-36.2% | $15,912-99.3% | $269-56.0% |