Filed October 18, 2004 (most recent of 2 filings on file)
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 5-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 |
|---|---|---|
AON CONSULTING2 years Service code 27 · EIN 22-2232264 | Advisory (Plan) | $375,679 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 15 · EIN 34-1479833 | Recordkeeping | $38,287 |
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 11.22% | 12.82%-1.6pp | 13.48%-2.3pp | 12.16%-0.9pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |