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 LLC3 years Service code 27 · EIN 06-1667250 | Advisory (Plan) | $94,296 |
FCA CORP9+ years Service code 27 · EIN 76-0076528 | Advisory (Plan) | $18,359 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $1,779 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $697 |
NATIONAL FINANCIAL SERVICES9+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $662,330 | $51,045+1197.6% | $70,515+839.3% | $71,457+826.9% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 8.60% | 42.63%-34.0pp | 32.77%-24.2pp | 28.85%-20.2pp |
| Employer contribution / active EE | $33,254 | $1,790+1757.5% | $2,973+1018.4% | $2,588+1185.1% |
| Participant deferral / active EE | $18,149 | $3,026+499.7% | $4,567+297.4% | $4,289+323.2% |
| Admin fee / account holder | $682 | $1,994-65.8% | $6,412-89.4% | $1,587-57.0% |