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 | Float revenue; Sales loads (front end... | $125,303 |
TAIBER KOSMALA & ASSOC LLC4 years Service code 27 · EIN 45-4378620 | Advisory (Plan) | $45,000 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $19,750 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $749 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,621 | $100,227+139.1% | $169,993+41.0% | $74,419+222.0% |
| Participation rate | 97.4% | 87.3%+10.1pp | 87.0%+10.4pp | 70.7%+26.6pp |
| Annual return | 18.13% | 66.08%-48.0pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,596 | $4,263-15.7% | $6,785-47.0% | $2,637+36.3% |
| Participant deferral / active EE | $16,805 | $7,143+135.3% | $10,408+61.5% | $4,528+271.1% |
| Admin fee / account holder | $204 | $234-13.0% | $12,815-98.4% | $348-41.4% |