Filed August 6, 2018 (most recent of 6 filings on file)
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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $54,955 |
GREGORY J SCHWARTZ & COMPANY INC3+ years Filed as: GREGORY J. SCHWARTZ & CO Service code 26 · EIN 38-2117812 | Advisory (Participants) | $18,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,466 |
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 | $123,041 | $81,537+50.9% | $149,718-17.8% | $69,631+76.7% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 19.30% | 22.79%-3.5pp | 1501.63%-1482.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $4,177 | $3,239+29.0% | $5,445-23.3% | $2,032+105.5% |
| Participant deferral / active EE | $4,232 | $4,994-15.3% | $6,569-35.6% | $3,224+31.3% |
| Admin fee / account holder | $118 | $107+10.8% | $11,283-99.0% | $110+7.2% |