Filed January 18, 2005
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.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8,826 |
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY & DRISCOLL Service code 10 · EIN 04-2684828 | Accounting | $5,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $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 | $187,711 | $70,667+165.6% | $123,104+52.5% | $52,331+258.7% |
| Participation rate | 90.3% | 83.7%+6.6pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | -0.60% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $3,235 | $2,946+9.8% | $5,151-37.2% | $1,882+71.9% |
| Participant deferral / active EE | $6,985 | $4,493+55.5% | $6,230+12.1% | $3,022+131.1% |
| Admin fee / account holder | $37 | $506-92.6% | $9,015-99.6% | $592-93.7% |