Filed November 17, 2008
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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION ARCHITECS ADVISORY GROUP Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $50,572 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management; Custodial (oth... | $8,435 |
Service code 12 · EIN 84-1477138 | Claims processing; Recordkeeping and ... | $7,495 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,440 | $70,667-39.9% | $123,104-65.5% | $52,331-18.9% |
| Participation rate | 92.2% | 83.7%+8.5pp | 86.8%+5.5pp | 68.1%+24.1pp |
| Annual return | -0.75% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $756 | $2,946-74.3% | $5,151-85.3% | $1,882-59.8% |
| Participant deferral / active EE | $3,865 | $4,493-14.0% | $6,230-38.0% | $3,022+27.9% |
| Admin fee / account holder | $253 | $506-50.1% | $9,015-97.2% | $592-57.3% |