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) | $464,134 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $144,898 |
HYAS GROUP, LLC2 years Service code 16 · EIN 26-2924761 | Consulting | $80,530 |
Filed as: CHARLES SCHWAB CO. INC Service code 26 · EIN 94-1737782 | Advisory (Participants) | $33,128 |
MOSS ADAMS LLP3+ years Service code 16 · EIN 91-0189318 | Consulting | $28,140 |
Filed as: BNY MELLON Service code 26 · EIN 25-0659306 | Advisory (Participants) | $8,265 |
Filed as: GODSEY & GIBB WEALTH MANAGEMENT Service code 26 · EIN 54-1307509 | Advisory (Participants) | $6,146 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS LTD Service code 26 · EIN 27-5273468 | Advisory (Participants) | $5,398 |
CHARLES SCHWAB & CO., INC.3+ 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 | $244,427 | $88,730+175.5% | $82,313+196.9% | $77,958+213.5% |
| Participation rate | 97.1% | 84.5%+12.6pp | 76.9%+20.2pp | 71.6%+25.5pp |
| Annual return | 18.47% | 20.88%-2.4pp | 25.88%-7.4pp | 20.87%-2.4pp |
| Employer contribution / active EE | $4,986 | $2,758+80.8% | $2,428+105.3% | $2,310+115.8% |
| Participant deferral / active EE | $16,172 | $4,634+249.0% | $3,706+336.4% | $3,537+357.3% |
| Admin fee / account holder | $153 | $74+107.2% | $5,608-97.3% | $97+57.4% |