Filed May 7, 1997
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $7,373 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURANC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $359,282 | $44,059+715.5% | $71,671+401.3% | $69,631+416.0% |
| Participation rate | 98.0% | 60.8%+37.3pp | 68.7%+29.3pp | 70.7%+27.4pp |
| Annual return | 16.78% | 21.97%-5.2pp | 20.65%-3.9pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $27,779 | $1,305+2029.0% | $2,460+1029.3% | $2,032+1267.0% |
| Participant deferral / active EE | $9,982 | $2,370+321.2% | $3,438+190.3% | $3,224+209.6% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |