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 |
|---|---|---|
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 10 155 W NATIONWIDE BLVD STE 500 · COLUMBUS, OH 43215 | Accounting | $15,675 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,037 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $145 |
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 | $292,119 | $111,608+161.7% | $177,821+64.3% | $73,409+297.9% |
| Participation rate | 99.1% | 87.9%+11.3pp | 87.7%+11.4pp | 72.2%+26.9pp |
| Annual return | 17.79% | 18.23%-0.4pp | 48.32%-30.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $7,549 | $3,796+98.9% | $5,918+27.6% | $2,234+238.0% |
| Participant deferral / active EE | $14,338 | $6,199+131.3% | $7,714+85.9% | $3,805+276.8% |
| Admin fee / account holder | $55 | $166-66.6% | $12,427-99.6% | $158-64.9% |