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 | Claims processing; Recordkeeping fees... | $58,333 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 90-0092343 | Accounting | $36,570 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $144,909 | $174,559-17.0% | $105,387+37.5% | $67,579+114.4% |
| Participation rate | 98.0% | 88.2%+9.8pp | 82.6%+15.4pp | 71.3%+26.7pp |
| Annual return | 22.15% | 23.63%-1.5pp | 26.82%-4.7pp | 378.56%-356.4pp |
| Employer contribution / active EE | $4,176 | $4,874-14.3% | $4,213-0.9% | $2,148+94.4% |
| Participant deferral / active EE | $8,364 | $7,563+10.6% | $5,502+52.0% | $3,539+136.3% |
| Admin fee / account holder | $172 | $270-36.3% | $6,559-97.4% | $142+21.0% |