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 CORP7+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $82,510 |
Service code 27 · EIN 06-1667250 | Advisory (Plan) | $10,307 |
Service code 27 · EIN 16-1677964 | Advisory (Plan) | $5,101 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $1,230 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $979 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $737,024 | $60,776+1112.7% | $85,682+760.2% | $79,386+828.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.9%+30.1pp | 70.7%+29.3pp |
| Annual return | 12.02% | 16.57%-4.5pp | 21.49%-9.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $32,816 | $1,663+1873.1% | $2,618+1153.3% | $2,427+1251.9% |
| Participant deferral / active EE | $16,956 | $2,919+481.0% | $3,923+332.3% | $4,046+319.1% |
| Admin fee / account holder | $601 | $438+37.1% | $6,873-91.3% | $626-4.1% |