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 | Shareholder servicing fees; Participa... | $243,164 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 | Advisory (Plan) | $66,830 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $17,250 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
NATIONAL FINANCIAL SERVICES4+ 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 | $95,672 | $88,874+7.6% | $123,544-22.6% | $75,289+27.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.3%+17.7pp | 72.4%+27.6pp |
| Annual return | -3.89% | 4.22%-8.1pp | 119.20%-123.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $2,244 | $3,256-31.1% | $4,628-51.5% | $2,405-6.7% |
| Participant deferral / active EE | $8,456 | $6,174+37.0% | $6,426+31.6% | $3,739+126.2% |
| Admin fee / account holder | $109 | $95+15.7% | $9,284-98.8% | $102+6.9% |