Filed November 29, 2005
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; Participant co... | $160,044 |
VANTAGE INVESTMENT ADVISORS2+ years Service code 33 · EIN 25-1859905 | Securities brokerage commissions and ... | $19,446 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,510 | $37,213+11.5% | $156,549-73.5% | $63,975-35.1% |
| Participation rate | 48.3% | 65.0%-16.6pp | 84.0%-35.7pp | 71.1%-22.8pp |
| Annual return | 11.77% | 47.89%-36.1pp | 32.23%-20.5pp | 48.65%-36.9pp |
| Employer contribution / active EE | $512 | $1,357-62.3% | $5,501-90.7% | $2,182-76.5% |
| Participant deferral / active EE | $2,398 | $2,070+15.8% | $4,871-50.8% | $3,356-28.6% |
| Admin fee / account holder | $114 | $56+102.3% | $13,027-99.1% | $70+61.8% |