Filed April 23, 2004 (most recent of 2 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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $709,348 |
CHARLES SCHWAB & CO., INC.11+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $13,834 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $6,531 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $5,125 |
MERIT BENEFITS GROUP, INC.2 years Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $2,023 |
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 | $132,508 | $128,899+2.8% | $113,168+17.1% | $102,872+28.8% |
| Participation rate | 98.8% | 87.0%+11.7pp | 76.6%+22.2pp | 73.0%+25.7pp |
| Annual return | 25.81% | 15.88%+9.9pp | 24.27%+1.5pp | 19.06%+6.8pp |
| Employer contribution / active EE | $1,576 | $3,713-57.6% | $2,975-47.0% | $3,526-55.3% |
| Participant deferral / active EE | $5,768 | $6,787-15.0% | $5,107+12.9% | $5,535+4.2% |
| Admin fee / account holder | $278 | $129+115.2% | $12,068-97.7% | $292-4.7% |