Filed January 6, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 16 · EIN 13-2919773 | Consulting | $72,803 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $72,584 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,101 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $90 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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 | $59,561 | $69,305-14.1% | $82,313-27.6% | $69,631-14.5% |
| Participation rate | 91.2% | 80.3%+11.0pp | 76.9%+14.3pp | 70.7%+20.5pp |
| Annual return | 16.22% | 21.47%-5.2pp | 25.88%-9.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,805 | $1,887-4.3% | $2,428-25.7% | $2,032-11.2% |
| Participant deferral / active EE | $5,340 | $3,568+49.7% | $3,706+44.1% | $3,224+65.7% |
| Admin fee / account holder | $245 | $97+151.8% | $5,608-95.6% | $110+121.6% |