Filed February 25, 2010
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 and information managem... | $321,854 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $61,300 |
ANTON COLLINS MITCHELL LLP2+ years Filed as: ACM- ANTON COLLINS MITCHELL, LLP Service code 10 · EIN 01-0724563 | Accounting | $12,750 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
Filed as: CHARLES SCHWAB Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $99,406 | $96,458+3.1% | $136,294-27.1% | $77,958+27.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 18.10% | 23.78%-5.7pp | 5155.94%-5137.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $2,292 | $3,144-27.1% | $4,695-51.2% | $2,310-0.8% |
| Participant deferral / active EE | $8,827 | $5,902+49.6% | $6,247+41.3% | $3,537+149.6% |
| Admin fee / account holder | $134 | $80+66.6% | $9,243-98.6% | $97+37.6% |