Filed July 12, 1994
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 |
|---|---|---|
FIDUCIARYVEST LLC2+ years Filed as: FIDUCIARYVEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $82,321 |
KAYS FINANCIAL ADVISORY CORP2+ years Filed as: KAYS FINANCIAL ADVISORY GROUP Service code 26 · EIN 58-1619177 | Advisory (Participants) | $14,372 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $13,088 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,641 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $242,843 | $80,177+202.9% | $123,892+96.0% | $57,658+321.2% |
| Participation rate | 97.7% | 74.4%+23.3pp | 81.4%+16.3pp | 70.2%+27.5pp |
| Annual return | 6.28% | 17.90%-11.6pp | 47.52%-41.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $8,558 | $2,913+193.8% | $4,617+85.4% | $1,974+333.6% |
| Participant deferral / active EE | $13,921 | $5,130+171.4% | $5,984+132.6% | $3,061+354.9% |
| Admin fee / account holder | $234 | $106+119.7% | $8,357-97.2% | $95+147.0% |