Filed March 4, 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 |
|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC4 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $133,920 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $15,738 |
FCA CORP10+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $15,192 |
Service code 27 · EIN 16-1677964 | Advisory (Plan) | $5,353 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,347 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $727,878 | $54,517+1235.1% | $75,972+858.1% | $74,495+877.1% |
| Participation rate | 98.6% | 60.3%+38.3pp | 69.1%+29.5pp | 67.2%+31.4pp |
| Annual return | 12.03% | 31.82%-19.8pp | 359.55%-347.5pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $33,873 | $1,777+1806.0% | $2,685+1161.6% | $2,623+1191.4% |
| Participant deferral / active EE | $17,660 | $3,066+476.1% | $4,255+315.0% | $4,346+306.4% |
| Admin fee / account holder | $949 | $2,229-57.4% | $6,467-85.3% | $1,942-51.1% |