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 | Shareholder servicing fees; Sales loa... | $59,821 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 90-0092343 | Accounting | $20,700 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 74-1737782 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $158,677 | $160,088-0.9% | $112,977+40.5% | $73,409+116.2% |
| Participation rate | 96.9% | 90.7%+6.2pp | 82.6%+14.3pp | 72.2%+24.7pp |
| Annual return | 16.02% | 17.93%-1.9pp | 24.24%-8.2pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,305 | $5,200-17.2% | $4,255+1.2% | $2,234+92.7% |
| Participant deferral / active EE | $8,785 | $8,024+9.5% | $5,836+50.5% | $3,805+130.9% |
| Admin fee / account holder | $140 | $133+5.1% | $6,294-97.8% | $158-11.6% |