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 |
|---|---|---|
VICTORY2+ years Filed as: VICTORY ASSET MANAGEMENT CO., INC. Service code 19 · EIN 22-3392423 | Securities Custodian | $14,588 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $8,495 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59 | Shareholder Servicing | $3,164 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $32,760 | $77,634-57.8% | $156,549-79.1% | $62,891-47.9% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 6.78% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,887 | $3,444-16.2% | $5,501-47.5% | $2,281+26.6% |
| Participant deferral / active EE | $1,740 | $3,045-42.9% | $4,871-64.3% | $3,203-45.7% |
| Admin fee / account holder | $141 | $5,561-97.5% | $13,027-98.9% | $4,296-96.7% |