Filed February 29, 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 |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $37,525 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $19,424 |
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 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 | $285,050 | $89,739+217.6% | $149,718+90.4% | $62,292+357.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.21% | 21.01%-6.8pp | 1501.63%-1487.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $10,554 | $3,233+226.4% | $5,445+93.8% | $2,042+416.8% |
| Participant deferral / active EE | $12,912 | $4,797+169.2% | $6,569+96.6% | $3,169+307.4% |
| Admin fee / account holder | $253 | $551-54.1% | $11,283-97.8% | $479-47.2% |