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; Shareholder servic... | $68,479 |
Filed as: ENVESTNET PORTFOLIO SOLUTIONS Service code 33 · EIN 04-2916126 | Securities brokerage commissions and ... | $5,376 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 74-1737782 | Securities brokerage commissions and ... | $1,287 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,091 | $172,932-6.8% | $119,258+35.1% | $86,799+85.6% |
| Participation rate | 98.4% | 89.4%+9.0pp | 82.7%+15.7pp | 72.3%+26.1pp |
| Annual return | 14.13% | 20.96%-6.8pp | 30.69%-16.6pp | 97.91%-83.8pp |
| Employer contribution / active EE | $4,007 | $5,487-27.0% | $4,384-8.6% | $2,405+66.6% |
| Participant deferral / active EE | $8,709 | $8,466+2.9% | $6,111+42.5% | $4,131+110.8% |
| Admin fee / account holder | $122 | $150-18.9% | $7,226-98.3% | $170-28.1% |