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.3 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 COMPANY9+ years Filed as: MINNESOTA LIFE Service code 15 · EIN 41-0417830 400 ROBERT STREET NORTH · ST PAUL, MN 551012098 | Recordkeeping | $0 |
MISSION WEALTH MANAGEMENT LP3 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 | $226,245 | $61,272+269.2% | $149,673+51.2% | $71,457+216.6% |
| Participation rate | 77.3% | 62.5%+14.8pp | 78.8%-1.5pp | 67.9%+9.4pp |
| Annual return | 18.60% | 35.85%-17.3pp | 134.42%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,987 | $2,378+25.6% | $4,818-38.0% | $2,588+15.5% |
| Participant deferral / active EE | $6,373 | $2,917+118.5% | $5,680+12.2% | $4,289+48.6% |
| Admin fee / account holder | $270 | $1,261-78.6% | $13,210-98.0% | $1,587-83.0% |