Filed October 19, 2004
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 | Account maintenance fees; Distributio... | $25,808 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $807 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $75,175 | $73,404+2.4% | $87,100-13.7% | $67,579+11.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 19.74% | 48.29%-28.5pp | 28.19%-8.4pp | 378.56%-358.8pp |
| Employer contribution / active EE | $689 | $2,014-65.8% | $2,521-72.7% | $2,148-67.9% |
| Participant deferral / active EE | $4,627 | $3,913+18.3% | $4,049+14.3% | $3,539+30.7% |
| Admin fee / account holder | $33 | $142-76.9% | $7,497-99.6% | $142-77.0% |