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 CORP3+ years Service code 16 · EIN 76-0076528 | Consulting | $27,740 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $7,192 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $115 |
NATIONAL FINANCIAL SERVICES3+ 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 | $500,042 | $46,297+980.1% | $71,671+597.7% | $62,292+702.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.98% | 22.32%-6.3pp | 20.65%-4.7pp | 28.90%-12.9pp |
| Employer contribution / active EE | $28,351 | $1,412+1908.1% | $2,460+1052.6% | $2,042+1288.2% |
| Participant deferral / active EE | $14,849 | $2,235+564.3% | $3,438+331.9% | $3,169+368.5% |
| Admin fee / account holder | $1 | $461-99.8% | $5,558-100.0% | $479-99.8% |