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 |
|---|---|---|
AVIDIAN WEALTH SOLUTIONS LLC2 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $74,157 |
FCA CORP8+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $23,291 |
Service code 12 · EIN 13-3689044 | Float revenue; Finders' fees / placem... | $1,042 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $658 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $654,054 | $63,442+931.0% | $68,791+850.8% | $66,914+877.4% |
| Participation rate | 99.2% | 60.0%+39.2pp | 69.0%+30.1pp | 69.8%+29.4pp |
| Annual return | -12.19% | -8.29%-3.9pp | -6.38%-5.8pp | 1.58%-13.8pp |
| Employer contribution / active EE | $33,907 | $1,775+1810.4% | $2,655+1177.0% | $2,544+1232.7% |
| Participant deferral / active EE | $17,768 | $2,945+503.4% | $3,941+350.8% | $4,237+319.4% |
| Admin fee / account holder | $785 | $577+35.9% | $4,932-84.1% | $593+32.2% |