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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 28 · EIN 26-0058143 | Investment Management | $41,250 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $17,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $13,679 |
Filed as: CHARLES SCHWAB & CO INC AND AFFLIAT Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,513 | $82,279+52.5% | $77,999+60.9% | $63,975+96.2% |
| Participation rate | 98.8% | 84.7%+14.2pp | 75.5%+23.3pp | 71.1%+27.7pp |
| Annual return | 7.35% | 11.20%-3.8pp | 425.96%-418.6pp | 48.65%-41.3pp |
| Employer contribution / active EE | $5,718 | $3,297+73.5% | $2,470+131.5% | $2,182+162.1% |
| Participant deferral / active EE | $6,590 | $4,538+45.2% | $3,497+88.5% | $3,356+96.3% |
| Admin fee / account holder | $32 | $81-60.4% | $5,480-99.4% | $70-54.3% |