Filed November 9, 2005
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 53 · EIN 94-1737782 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Insurance Commissions | $0 |
MINNESOTA LIFE INSURANCE COMPANY8+ years Filed as: MINNESOTA LIFE Service code 15 · EIN 41-0417830 400 ROBERT STREET NORTH · ST PAUL, MN 551012098 | Recordkeeping | $0 |
MISSION WEALTH MANAGEMENT LP2 years Service code 28 · EIN 82-3762916 1111 CHAPALA ST · SANTA BARBARA, CA 93101 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,253 | $65,061+181.7% | $143,757+27.5% | $66,914+173.9% |
| Participation rate | 85.5% | 65.2%+20.3pp | 80.3%+5.2pp | 69.8%+15.7pp |
| Annual return | -16.91% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,173 | $2,361+34.4% | $4,951-35.9% | $2,544+24.7% |
| Participant deferral / active EE | $6,683 | $2,919+129.0% | $5,637+18.6% | $4,237+57.7% |
| Admin fee / account holder | $254 | $502-49.4% | $14,673-98.3% | $593-57.2% |