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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $209,487 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $192,291 |
HYAS GROUP, LLC1 year Service code 16 · EIN 26-2924761 | Consulting | $99,063 |
Filed as: CHARLES SCHWAB CO. INC. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $55,656 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 16 · EIN 91-0189318 | Consulting | $27,300 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $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 | $209,182 | $80,211+160.8% | $74,183+182.0% | $63,975+227.0% |
| Participation rate | 95.9% | 84.2%+11.7pp | 76.6%+19.3pp | 71.1%+24.7pp |
| Annual return | 8.86% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $4,832 | $2,553+89.2% | $2,370+103.9% | $2,182+121.5% |
| Participant deferral / active EE | $14,987 | $4,370+243.0% | $3,550+322.2% | $3,356+346.5% |
| Admin fee / account holder | $167 | $67+147.9% | $5,586-97.0% | $70+136.5% |