Filed June 16, 2006
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 12 · EIN 13-3689044 | Investment management; Float revenue;... | $2,017,992 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING, I Service code 16 · EIN 36-3109431 | Consulting | $81,225 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS LLC DBA Service code 33 · EIN 13-4087611 | Securities brokerage commissions and ... | $45,617 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $8,658 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,001 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,082 | $49,270+13.8% | $156,549-64.2% | $329,111-83.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 7.39% | 23.25%-15.9pp | 32.23%-24.8pp | 16.35%-9.0pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $7,115 | $2,920+143.7% | $4,871+46.1% | $3,682+93.2% |
| Admin fee / account holder | $78 | $51+54.0% | $13,027-99.4% | $754-89.7% |