Filed November 25, 2008 (most recent of 5 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Ac... | $59,418 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 90-0092343 | Accounting | $17,905 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $571 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $129,011 | $120,075+7.4% | $90,782+42.1% | $55,725+131.5% |
| Participation rate | 96.2% | 88.0%+8.2pp | 82.7%+13.5pp | 70.9%+25.3pp |
| Annual return | -3.12% | -3.47%+0.4pp | -3.42%+0.3pp | 244.93%-248.0pp |
| Employer contribution / active EE | $4,092 | $4,693-12.8% | $4,105-0.3% | $2,078+96.9% |
| Participant deferral / active EE | $7,761 | $6,826+13.7% | $5,366+44.6% | $3,356+131.3% |
| Admin fee / account holder | $143 | $111+28.1% | $5,908-97.6% | $115+23.9% |