Filed December 27, 2011
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 |
|---|---|---|
VICTORY1+ years Filed as: VICTORY ASSET MANAGEMENT CO., INC. Service code 19 · EIN 22-3392423 | Securities Custodian | $14,638 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $7,845 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59 | Shareholder Servicing | $1,816 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $27,709 | $75,828-63.5% | $147,614-81.2% | $59,632-53.5% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+9.9pp | 68.7%+25.9pp |
| Annual return | -0.50% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,847 | $3,485-18.3% | $5,564-48.8% | $2,203+29.3% |
| Participant deferral / active EE | $1,683 | $3,130-46.2% | $4,895-65.6% | $3,192-47.3% |
| Admin fee / account holder | $138 | $5,985-97.7% | $11,611-98.8% | $4,297-96.8% |