Filed July 24, 1996 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $137,705 |
CAPFINANCIAL PARTNERS LLC10+ years Service code 28 · EIN 26-0058143 | Investment Management | $72,090 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $17,780 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,575 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,878 | $112,623+58.8% | $106,213+68.4% | $199,593-10.4% |
| Participation rate | 97.7% | 86.2%+11.4pp | 75.3%+22.4pp | 72.0%+25.7pp |
| Annual return | 13.24% | 15.57%-2.3pp | 116.14%-102.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $8,743 | $4,575+91.1% | $3,171+175.7% | $3,034+188.2% |
| Participant deferral / active EE | $10,010 | $6,659+50.3% | $5,016+99.6% | $5,087+96.8% |
| Admin fee / account holder | $136 | $107+26.8% | $11,033-98.8% | $269-49.5% |