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 CORP5+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $42,853 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,369 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $815 |
NATIONAL FINANCIAL SERVICES5+ 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 | $553,120 | $47,922+1054.2% | $75,886+628.9% | $65,185+748.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 23.04% | 24.12%-1.1pp | 30.76%-7.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $29,255 | $1,557+1778.8% | $2,500+1070.0% | $2,177+1244.1% |
| Participant deferral / active EE | $15,821 | $2,550+520.4% | $3,603+339.1% | $3,514+350.3% |
| Admin fee / account holder | $5 | $532-99.1% | $5,418-99.9% | $847-99.4% |