Filed March 20, 2012
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 |
|---|---|---|
WATKINS ROSS4+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $17,852 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $14,439 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: THE CHARLES SCHWAB TRUST CO Service code 19 · EIN 42-1558009 | Securities Custodian | $7,194 |
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 | $89,572 | $55,449+61.5% | $83,848+6.8% | $56,287+59.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 1.27% | -1.38%+2.7pp | 850.88%-849.6pp | -9.96%+11.2pp |
| Employer contribution / active EE | $5,279 | $2,430+117.2% | $3,631+45.4% | $2,111+150.1% |
| Participant deferral / active EE | $4,945 | $2,935+68.5% | $4,082+21.2% | $3,350+47.6% |
| Admin fee / account holder | $17 | $656-97.4% | $5,478-99.7% | $521-96.8% |