Filed September 30, 1992
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 4-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 |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $21,374 |
RBC WEALTH MANAGEMENT2 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $19,301 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $6,289 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $254,088 | $122,239+107.9% | $184,200+37.9% | $74,546+240.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 131.24% | 19.95%+111.3pp | 28.80%+102.4pp | 1366.03%-1234.8pp |
| Employer contribution / active EE | $7,322 | $4,537+61.4% | $6,424+14.0% | $2,624+179.0% |
| Participant deferral / active EE | $15,335 | $7,139+114.8% | $9,132+67.9% | $4,347+252.7% |
| Admin fee / account holder | $207 | $1,260-83.6% | $13,907-98.5% | $1,944-89.4% |