Filed January 3, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $418,061 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $417,096 |
HYAS GROUP, LLC1+ years Filed as: HYAS GROUP LLC Service code 16 · EIN 26-2924761 | Consulting | $155,352 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $25,679 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB CO., INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $188,968 | $71,957+162.6% | $67,652+179.3% | $59,188+219.3% |
| Participation rate | 94.9% | 82.7%+12.2pp | 75.7%+19.2pp | 69.4%+25.5pp |
| Annual return | -0.49% | 8.53%-9.0pp | 6625.04%-6625.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $4,443 | $2,432+82.7% | $2,266+96.1% | $2,098+111.8% |
| Participant deferral / active EE | $14,510 | $4,211+244.6% | $3,560+307.6% | $3,265+344.4% |
| Admin fee / account holder | $178 | $64+177.1% | $4,821-96.3% | $92+92.8% |