Filed April 2, 2010 (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 4-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 |
|---|---|---|
GLADING GROUP2+ years Service code 27 · EIN 71-0912527 | Advisory (Plan) | $64,994 |
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $24,874 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $14,390 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $896 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,235 | $80,354+26.0% | $133,980-24.4% | $63,975+58.2% |
| Participation rate | 97.4% | 87.5%+9.9pp | 87.1%+10.3pp | 71.1%+26.2pp |
| Annual return | 9.10% | 13.11%-4.0pp | 29.30%-20.2pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,937 | $3,503-44.7% | $5,211-62.8% | $2,182-11.2% |
| Participant deferral / active EE | $5,778 | $5,239+10.3% | $6,282-8.0% | $3,356+72.1% |
| Admin fee / account holder | $75 | $69+7.9% | $9,324-99.2% | $70+6.2% |