Filed July 30, 2007 (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 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $107,056 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $51,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,909 | $46,100-11.3% | $86,590-52.8% | $69,631-41.2% |
| Participation rate | 74.8% | 67.2%+7.6pp | 73.5%+1.3pp | 70.7%+4.1pp |
| Annual return | 12.18% | 21.02%-8.8pp | 964.84%-952.7pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $2,136 | $1,850+15.5% | $2,839-24.8% | $2,032+5.1% |
| Participant deferral / active EE | $4,797 | $2,432+97.3% | $3,609+32.9% | $3,224+48.8% |
| Admin fee / account holder | $143 | $94+52.0% | $4,906-97.1% | $110+29.1% |