Filed October 18, 2004 (most recent of 2 filings on file)
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 | Investment management; Claims process... | $265,376 |
LATTIMORE BLACK MORGAN AND CAIN2+ years Filed as: LATTIMORE BLACK MORGAN & CAIN PC Service code 10 · EIN 62-1199757 | Accounting | $13,500 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $5,783 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,137 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $62,177 | $33,232+87.1% | $71,796-13.4% | $63,975-2.8% |
| Participation rate | 58.9% | 60.1%-1.2pp | 69.1%-10.2pp | 71.1%-12.2pp |
| Annual return | 9.47% | 11.99%-2.5pp | 78.04%-68.6pp | 48.65%-39.2pp |
| Employer contribution / active EE | $1,945 | $723+169.0% | $1,924+1.1% | $2,182-10.9% |
| Participant deferral / active EE | $2,853 | $1,604+77.8% | $2,794+2.1% | $3,356-15.0% |
| Admin fee / account holder | $153 | $63+140.4% | $4,815-96.8% | $70+116.7% |