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., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $49,374 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,507 |
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 | $32,038 | $55,453-42.2% | $170,442-81.2% | $62,292-48.6% |
| Participation rate | 97.8% | 66.4%+31.4pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 18.40% | 21.38%-3.0pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $3,603 | $2,164+66.5% | $5,433-33.7% | $2,042+76.4% |
| Participant deferral / active EE | $2,001 | $2,303-13.1% | $4,939-59.5% | $3,169-36.9% |
| Admin fee / account holder | $202 | $455-55.7% | $13,880-98.5% | $479-57.9% |