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 |
|---|---|---|
FCA CORP1+ years Service code 33 · EIN 76-0076528 | Securities brokerage; Securities brok... | $15,127 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,523 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $105 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $398,593 | $46,745+752.7% | $60,547+558.3% | $52,331+661.7% |
| Participation rate | 99.2% | 58.6%+40.6pp | 68.0%+31.2pp | 68.1%+31.1pp |
| Annual return | -2.06% | 0.61%-2.7pp | 335.64%-337.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $28,597 | $1,259+2171.7% | $2,419+1082.0% | $1,882+1419.8% |
| Participant deferral / active EE | $14,328 | $2,145+568.0% | $3,328+330.5% | $3,022+374.1% |
| Admin fee / account holder | $1 | $537-99.9% | $4,536-100.0% | $592-99.9% |