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 | Participant loan processing; Finders'... | $231,105 |
MARINER LLC5 years Service code 16 · EIN 20-4553256 | Consulting | $47,715 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,623 |
NATIONAL FINANCIAL SERVICES9+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,999 | $50,127+27.7% | $149,673-57.2% | $80,160-20.2% |
| Participation rate | 70.0% | 64.3%+5.7pp | 78.8%-8.8pp | 72.9%-3.0pp |
| Annual return | 18.73% | 29.82%-11.1pp | 134.42%-115.7pp | 40.38%-21.6pp |
| Employer contribution / active EE | $1,473 | $1,865-21.0% | $4,818-69.4% | $2,978-50.5% |
| Participant deferral / active EE | $4,194 | $3,194+31.3% | $5,680-26.2% | $5,017-16.4% |
| Admin fee / account holder | $127 | $153-16.7% | $13,210-99.0% | $145-12.2% |