Filed March 12, 1998
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 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $404,505 |
MONETA GROUP LLC1+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $56,749 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $24,286 |
GREENSFELDER, HEMKE & GALE, P.C.1+ years Filed as: GREENSFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $18,223 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $13,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $88,960 | $71,957+23.6% | $67,652+31.5% | $59,188+50.3% |
| Participation rate | 94.1% | 82.7%+11.4pp | 75.7%+18.4pp | 69.4%+24.7pp |
| Annual return | -0.03% | 8.53%-8.6pp | 6625.04%-6625.1pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,405 | $2,432+40.0% | $2,266+50.3% | $2,098+62.3% |
| Participant deferral / active EE | $4,313 | $4,211+2.4% | $3,560+21.2% | $3,265+32.1% |
| Admin fee / account holder | $121 | $64+88.3% | $4,821-97.5% | $92+31.0% |