Filed June 8, 2007
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 52 · EIN 04-1590850 | Indirect Investment Fees | $192,780 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $24,604 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, Service code 27 · EIN 20-4751585 | Advisory (Plan) | $14,018 |
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $9,790 |
CHERNOFF DIAMOND & CO., LLC1+ years Filed as: CHERNOFF DIAMOND AND CO. INC. Service code 14 · EIN 11-2836994 | Plan Administrator | $6,802 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,293 | $74,498+11.8% | $94,224-11.6% | $59,188+40.7% |
| Participation rate | 57.9% | 76.8%-18.9pp | 78.8%-20.9pp | 69.4%-11.5pp |
| Annual return | 9.62% | 2.76%+6.9pp | 10.68%-1.1pp | 5.51%+4.1pp |
| Employer contribution / active EE | $1,802 | $2,077-13.3% | $3,587-49.8% | $2,098-14.1% |
| Participant deferral / active EE | $3,929 | $3,433+14.5% | $4,320-9.0% | $3,265+20.4% |
| Admin fee / account holder | $190 | $103+84.9% | $6,269-97.0% | $92+106.4% |