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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $727,849 |
CHARLES SCHWAB & CO., INC.10+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $13,212 |
Service code 27 · EIN 20-1665305 | Advisory (Plan) | $6,501 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $4,825 |
Filed as: MERIT FINANCIAL ADVISORS Service code 27 · EIN 45-3686413 | Advisory (Plan) | $1,448 |
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 | $115,222 | $110,299+4.5% | $102,423+12.5% | $199,593-42.3% |
| Participation rate | 98.7% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 20.76% | 35.73%-15.0pp | 29.32%-8.6pp | 34.25%-13.5pp |
| Employer contribution / active EE | $1,558 | $3,603-56.8% | $3,023-48.5% | $3,034-48.7% |
| Participant deferral / active EE | $5,578 | $6,376-12.5% | $5,053+10.4% | $5,087+9.7% |
| Admin fee / account holder | $286 | $122+133.9% | $9,451-97.0% | $269+6.4% |