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 | Recordkeeping fees; Participant commu... | $163,883 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,382 |
NATIONAL FINANCIAL SERVICES4+ 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.
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 | $42,312 | $45,382-6.8% | $154,107-72.5% | $75,289-43.8% |
| Participation rate | 58.6% | 65.9%-7.3pp | 83.0%-24.4pp | 72.4%-13.8pp |
| Annual return | -5.61% | -0.47%-5.1pp | 735.12%-740.7pp | -0.04%-5.6pp |
| Employer contribution / active EE | $704 | $1,533-54.1% | $5,298-86.7% | $2,405-70.7% |
| Participant deferral / active EE | $2,824 | $2,384+18.5% | $5,081-44.4% | $3,739-24.5% |
| Admin fee / account holder | $94 | $89+5.0% | $13,411-99.3% | $102-8.3% |