Filed October 2, 1996
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 |
|---|---|---|
CENTRAL NATIONAL BANK AND TRUST2+ years Service code 27 · EIN 73-0779939 | Advisory (Plan) | $60,000 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $11,198 |
HOGANTAYLOR LLP1+ years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,682 | $56,640+46.0% | $80,975+2.1% | $57,658+43.4% |
| Participation rate | 71.4% | 75.9%-4.4pp | 75.8%-4.4pp | 70.2%+1.2pp |
| Annual return | 6.74% | 19.97%-13.2pp | 17.10%-10.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,753 | $2,085-15.9% | $3,714-52.8% | $1,974-11.2% |
| Participant deferral / active EE | $4,293 | $4,944-13.2% | $5,696-24.6% | $3,061+40.3% |
| Admin fee / account holder | $417 | $87+378.9% | $5,516-92.4% | $95+341.2% |