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 | Participant communication; Participan... | $142,238 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $51,000 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $45,865 | $54,237-15.4% | $90,281-49.2% | $67,579-32.1% |
| Participation rate | 87.3% | 68.6%+18.7pp | 73.3%+14.0pp | 71.3%+16.0pp |
| Annual return | 19.92% | 37.27%-17.4pp | 78.10%-58.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,771 | $1,846+50.1% | $2,854-2.9% | $2,148+29.0% |
| Participant deferral / active EE | $5,884 | $2,625+124.2% | $3,885+51.4% | $3,539+66.3% |
| Admin fee / account holder | $153 | $123+24.0% | $5,351-97.1% | $142+7.5% |