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 | Distribution (12b-1) fees; Recordkeep... | $402,949 |
MONETA GROUP LLC3+ years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $57,160 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $17,714 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN SMITH WALLACE LLP Service code 10 · EIN 43-1001367 | Accounting | $14,200 |
GREENSFELDER, HEMKE & GALE, P.C.3+ years Filed as: GREENSFELDER, HEMKER & GALE, P.C. Service code 29 · EIN 43-1313567 | Legal | $9,608 |
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 | $90,150 | $88,730+1.6% | $82,313+9.5% | $77,958+15.6% |
| Participation rate | 94.4% | 84.5%+9.8pp | 76.9%+17.5pp | 71.6%+22.7pp |
| Annual return | 16.37% | 20.88%-4.5pp | 25.88%-9.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $2,602 | $2,758-5.7% | $2,428+7.1% | $2,310+12.6% |
| Participant deferral / active EE | $4,931 | $4,634+6.4% | $3,706+33.0% | $3,537+39.4% |
| Admin fee / account holder | $162 | $74+118.6% | $5,608-97.1% | $97+66.0% |