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 | Investment management; Shareholder se... | $126,327 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $51,000 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,700 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,469 | $43,999-1.2% | $79,464-45.3% | $55,725-22.0% |
| Participation rate | 70.5% | 66.9%+3.6pp | 73.3%-2.8pp | 70.9%-0.3pp |
| Annual return | 9.99% | 1.81%+8.2pp | 718.14%-708.2pp | 244.93%-234.9pp |
| Employer contribution / active EE | $2,050 | $1,830+12.1% | $2,800-26.8% | $2,078-1.3% |
| Participant deferral / active EE | $4,411 | $2,538+73.8% | $3,704+19.1% | $3,356+31.5% |
| Admin fee / account holder | $183 | $118+55.7% | $5,113-96.4% | $115+58.9% |