Filed September 16, 2005 (most recent of 3 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 99 250 PARK AVE 15TH FL · NEW YORK, NY 10177 | Other Fees | $6,800 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,282 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage | $1,465 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,127 | $88,515+183.7% | $162,163+54.9% | $67,579+271.6% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 22.26% | 27.04%-4.8pp | 115.59%-93.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $7,149 | $3,563+100.6% | $5,614+27.3% | $2,148+232.8% |
| Participant deferral / active EE | $13,770 | $5,724+140.6% | $7,298+88.7% | $3,539+289.1% |
| Admin fee / account holder | $29 | $124-76.5% | $10,843-99.7% | $142-79.6% |