Filed August 21, 2009 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $60,000 |
VILLAGE COPIER2+ years Service code 50 · EIN 13-3554225 | Direct Payment | $4,466 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,636 |
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 | $46,514 | $85,199-45.4% | $57,179-18.7% | $63,975-27.3% |
| Participation rate | 97.4% | 74.0%+23.4pp | 75.3%+22.1pp | 71.1%+26.3pp |
| Annual return | 7.86% | 10.43%-2.6pp | 14.59%-6.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,514 | $3,446-27.0% | $2,682-6.3% | $2,182+15.2% |
| Participant deferral / active EE | $1,781 | $3,109-42.7% | $3,096-42.5% | $3,356-46.9% |
| Admin fee / account holder | $9 | $39-75.8% | $3,139-99.7% | $70-86.7% |