Filed February 5, 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 16-1450962 | Recordkeeping | $20,333 |
FIRST COMMUNITY TRUST N.A.6 years Filed as: FIRST COMMUNITY TRUST, N.A. Service code 27 · EIN 42-1512084 | Advisory (Plan) | $18,561 |
CHARLES SCHWAB & CO., INC.7+ 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 | $42,684 | $102,553-58.4% | $151,611-71.8% | $66,914-36.2% |
| Participation rate | 85.0% | 85.5%-0.5pp | 87.5%-2.5pp | 69.8%+15.2pp |
| Annual return | -17.15% | -10.82%-6.3pp | 3.33%-20.5pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,347 | $4,180-19.9% | $6,166-45.7% | $2,544+31.5% |
| Participant deferral / active EE | $4,625 | $6,641-30.4% | $8,363-44.7% | $4,237+9.1% |
| Admin fee / account holder | $239 | $630-62.1% | $11,616-97.9% | $593-59.8% |