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 | Sales loads (front end and deferred);... | $91,822 |
TAIBER KOSMALA & ASSOC LLC3 years Service code 27 · EIN 45-4378620 | Advisory (Plan) | $45,000 |
MITCHELL & TITUS, LLP4 years Service code 10 · EIN 13-2781641 | Accounting | $19,750 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,223 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,717 | $86,897+137.9% | $151,611+36.3% | $64,808+219.0% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -15.04% | -3.57%-11.5pp | 3.33%-18.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,389 | $4,010-15.5% | $6,166-45.0% | $2,506+35.2% |
| Participant deferral / active EE | $15,648 | $6,690+133.9% | $8,363+87.1% | $4,310+263.0% |
| Admin fee / account holder | $191 | $153+25.1% | $11,616-98.4% | $188+1.9% |