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.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $5,880 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | 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 | $406,748 | $46,423+776.2% | $75,886+436.0% | $67,579+501.9% |
| Participation rate | 99.9% | 63.1%+36.8pp | 69.3%+30.6pp | 71.3%+28.6pp |
| Annual return | 22.88% | 32.29%-9.4pp | 30.76%-7.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $28,599 | $1,406+1933.6% | $2,500+1043.8% | $2,148+1231.5% |
| Participant deferral / active EE | $12,385 | $2,564+383.0% | $3,603+243.8% | $3,539+249.9% |
| Admin fee / account holder | $0 | $132-100.0% | $5,418-100.0% | $142-100.0% |