Filed July 25, 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 |
|---|---|---|
Filed as: SWBC INVESTMENT SERVICES LLC DBA SO Service code 27 9311 SAN PEDRO AVE · SAN ANTONIO, TX 78216 | Advisory (Plan) | $23,267 |
CARON & BLETZER, PLLC5+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $19,538 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,290 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $87,316 | $65,376+33.6% | $87,100+0.2% | $65,185+34.0% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 19.49% | 31.27%-11.8pp | 28.19%-8.7pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,661 | $1,822-8.9% | $2,521-34.1% | $2,177-23.7% |
| Participant deferral / active EE | $4,043 | $3,388+19.3% | $4,049-0.1% | $3,514+15.1% |
| Admin fee / account holder | $181 | $520-65.1% | $7,497-97.6% | $847-78.6% |