Filed January 17, 2006 (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 3-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; Claims process... | $82,633 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $646 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $43,864 | $43,110+1.7% | $156,549-72.0% | $65,292-32.8% |
| Participation rate | 49.7% | 69.3%-19.7pp | 84.0%-34.4pp | 72.4%-22.8pp |
| Annual return | 8.72% | 11.24%-2.5pp | 32.23%-23.5pp | 11.84%-3.1pp |
| Employer contribution / active EE | $279 | $1,702-83.6% | $5,501-94.9% | $2,302-87.9% |
| Participant deferral / active EE | $2,625 | $2,520+4.2% | $4,871-46.1% | $3,579-26.6% |
| Admin fee / account holder | $22 | $47-53.2% | $13,027-99.8% | $57-61.5% |