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 CORP4+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $36,138 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11,384 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $695 |
NATIONAL FINANCIAL SERVICES4+ 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 | $475,652 | $42,396+1021.9% | $67,313+606.6% | $56,287+745.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -3.77% | -36.63%+32.9pp | -4.08%+0.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $30,707 | $1,414+2072.4% | $2,566+1096.9% | $2,111+1354.6% |
| Participant deferral / active EE | $16,759 | $2,360+610.3% | $3,568+369.7% | $3,350+400.3% |
| Admin fee / account holder | $4 | $510-99.1% | $4,507-99.9% | $521-99.1% |