Filed January 20, 2009 (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 | Recordkeeping fees; Participant loan ... | $84,586 |
Service code 27 · EIN 45-4378620 | Advisory (Plan) | $56,250 |
MITCHELL & TITUS, LLP2 years Service code 10 · EIN 13-2781641 | Accounting | $17,850 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,098 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $219,571 | $111,608+96.7% | $177,821+23.5% | $73,409+199.1% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.1pp |
| Annual return | 13.83% | 18.23%-4.4pp | 48.32%-34.5pp | 59.29%-45.5pp |
| Employer contribution / active EE | $2,866 | $3,796-24.5% | $5,918-51.6% | $2,234+28.3% |
| Participant deferral / active EE | $14,280 | $6,199+130.4% | $7,714+85.1% | $3,805+275.3% |
| Admin fee / account holder | $192 | $166+16.2% | $12,427-98.5% | $158+21.8% |