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 LLC4+ years Service code 28 · EIN 26-0058143 | Investment Management | $57,166 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $33,770 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $27,884 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $27,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFLIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $111,642 | $134,045-16.7% | $80,019+39.5% | $75,289+48.3% |
| Participation rate | 98.2% | 85.8%+12.4pp | 75.8%+22.4pp | 72.4%+25.8pp |
| Annual return | -2.50% | -0.56%-1.9pp | 11.22%-13.7pp | -0.04%-2.5pp |
| Employer contribution / active EE | $6,135 | $3,492+75.7% | $2,468+148.6% | $2,405+155.1% |
| Participant deferral / active EE | $6,653 | $4,976+33.7% | $3,686+80.5% | $3,739+77.9% |
| Admin fee / account holder | $53 | $124-57.5% | $6,521-99.2% | $102-48.6% |