Filed May 25, 2011 (most recent of 2 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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC1+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $39,462 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,083 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $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 | $23,808 | $46,360-48.6% | $147,614-83.9% | $52,331-54.5% |
| Participation rate | 95.5% | 64.9%+30.5pp | 84.6%+10.8pp | 68.1%+27.3pp |
| Annual return | -0.61% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,709 | $2,126+27.4% | $5,564-51.3% | $1,882+43.9% |
| Participant deferral / active EE | $1,798 | $2,258-20.3% | $4,895-63.3% | $3,022-40.5% |
| Admin fee / account holder | $154 | $766-79.9% | $11,611-98.7% | $592-74.0% |