Filed October 18, 2004 (most recent of 3 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; Finders' fees ... | $82,229 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $36,314 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $35,000 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $31,250 |
Filed as: CAMMAK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $13,751 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,932 | $58,290-46.9% | $98,442-68.6% | $86,799-64.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 12.56% | 43.48%-30.9pp | 1492.73%-1480.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,792 | $2,008-10.7% | $2,960-39.5% | $2,405-25.5% |
| Participant deferral / active EE | $1,081 | $3,152-65.7% | $4,276-74.7% | $4,131-73.8% |
| Admin fee / account holder | $264 | $138+92.0% | $5,949-95.6% | $170+55.9% |