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 | Shareholder servicing fees; Recordkee... | $188,922 |
MARINER LLC1 year Service code 16 · EIN 20-4553256 | Consulting | $31,711 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,387 |
NATIONAL FINANCIAL SERVICES5+ 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 | $50,527 | $47,456+6.5% | $172,739-70.7% | $77,787-35.0% |
| Participation rate | 60.5% | 66.3%-5.7pp | 82.6%-22.1pp | 73.2%-12.7pp |
| Annual return | 24.03% | 35.57%-11.5pp | 802.84%-778.8pp | 32.57%-8.5pp |
| Employer contribution / active EE | $850 | $1,574-46.0% | $5,143-83.5% | $2,504-66.1% |
| Participant deferral / active EE | $2,930 | $2,560+14.5% | $5,198-43.6% | $3,967-26.1% |
| Admin fee / account holder | $117 | $81+44.8% | $13,954-99.2% | $100+17.0% |