Filed January 5, 2009 (most recent of 3 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 28 · EIN 47-1411118 | Investment Management | $60,000 |
TAYLOR MADE GOLF COMPANY INC1 year Service code 28 · EIN 33-0831814 | Investment Management | $12,000 |
VASQUEZ & COMPANY LLP2 years Filed as: VASQUEZ AND COMPANY LLP Service code 10 · EIN 33-0700332 | Accounting | $10,030 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,096 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,274 | $65,118+110.8% | $76,768+78.8% | $55,725+146.3% |
| Participation rate | 82.9% | 79.6%+3.3pp | 77.0%+5.9pp | 70.9%+12.0pp |
| Annual return | -5.31% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,447 | $1,941+129.1% | $2,485+79.0% | $2,078+114.0% |
| Participant deferral / active EE | $8,071 | $3,688+118.8% | $3,852+109.6% | $3,356+140.5% |
| Admin fee / account holder | $117 | $116+1.2% | $6,675-98.2% | $115+1.8% |