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 | Shareholder servicing fees; Finders' ... | $128,473 |
TAIBER KOSMALA & ASSOC LLC2 years Service code 27 · EIN 45-4378620 | Advisory (Plan) | $45,000 |
MITCHELL & TITUS, LLP3 years Service code 10 · EIN 13-2781641 | Accounting | $18,745 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,948 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,695 | $111,491+129.3% | $189,513+34.9% | $86,799+194.6% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.8%+7.2pp | 72.3%+22.7pp |
| Annual return | 16.78% | 83.50%-66.7pp | 555.15%-538.4pp | 97.91%-81.1pp |
| Employer contribution / active EE | $3,912 | $3,951-1.0% | $6,162-36.5% | $2,405+62.6% |
| Participant deferral / active EE | $15,362 | $6,437+138.7% | $8,221+86.9% | $4,131+271.9% |
| Admin fee / account holder | $242 | $189+28.3% | $12,045-98.0% | $170+42.8% |