Filed August 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 |
|---|---|---|
RETIREMENT HORIZONS INC.4+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $33,517 |
LEGACY PROFESSIONALS LLP4+ years Filed as: LEGACY ASSET MANAGEMENT Service code 27 · EIN 76-0574055 | Advisory (Plan) | $29,128 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $8,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,285 | $35,485+47.3% | $74,550-29.9% | $55,725-6.2% |
| Participation rate | 39.1% | 62.5%-23.4pp | 69.1%-30.0pp | 70.9%-31.7pp |
| Annual return | -5.69% | 0.72%-6.4pp | 32.53%-38.2pp | 244.93%-250.6pp |
| Employer contribution / active EE | $502 | $777-35.5% | $1,961-74.4% | $2,078-75.9% |
| Participant deferral / active EE | $1,445 | $2,181-33.7% | $3,108-53.5% | $3,356-56.9% |
| Admin fee / account holder | $267 | $114+133.5% | $5,060-94.7% | $115+131.8% |