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 CORP2+ years Service code 33 · EIN 76-0076528 | Securities brokerage commissions and ... | $19,938 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8,849 |
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $175 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $430,920 | $44,425+870.0% | $67,834+535.3% | $55,167+681.1% |
| Participation rate | 99.2% | 59.7%+39.5pp | 68.8%+30.4pp | 69.0%+30.2pp |
| Annual return | 6.41% | 17.80%-11.4pp | 138.47%-132.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $28,582 | $1,351+2015.0% | $2,403+1089.2% | $1,963+1356.4% |
| Participant deferral / active EE | $14,677 | $2,166+577.7% | $3,160+364.5% | $3,054+380.6% |
| Admin fee / account holder | $1 | $530-99.8% | $4,622-100.0% | $504-99.8% |