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 |
|---|---|---|
VICTORY3+ years Filed as: VICTORY ASSET MANAGEMENT CO., INC. Service code 19 · EIN 22-3392423 | Securities Custodian | $19,069 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $5,311 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59 | Shareholder Servicing | $1,819 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $34,800 | $55,453-37.2% | $170,442-79.6% | $62,292-44.1% |
| Participation rate | 83.1% | 66.4%+16.7pp | 83.6%-0.5pp | 69.5%+13.5pp |
| Annual return | 14.84% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,257 | $2,164+4.3% | $5,433-58.5% | $2,042+10.5% |
| Participant deferral / active EE | $1,450 | $2,303-37.0% | $4,939-70.6% | $3,169-54.2% |
| Admin fee / account holder | $147 | $455-67.6% | $13,880-98.9% | $479-69.2% |