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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 20-8764829 | Other Services | $25,765 |
WATKINS ROSS5+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $17,501 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: THE CHARLES SCHWAB TRUST CO Service code 19 | Securities Custodian | $5,056 |
Filed as: THE CHARLES SCHWAB TRUST CO. Service code 13 · EIN 42-1558009 | Contract Administrator | $1 |
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 | $108,680 | $63,114+72.2% | $92,893+17.0% | $65,185+66.7% |
| Participation rate | 97.3% | 68.8%+28.5pp | 76.0%+21.3pp | 70.2%+27.1pp |
| Annual return | 21.75% | 28.75%-7.0pp | 109.41%-87.7pp | 29.38%-7.6pp |
| Employer contribution / active EE | $4,335 | $2,571+68.6% | $3,653+18.7% | $2,177+99.1% |
| Participant deferral / active EE | $5,436 | $3,108+74.9% | $4,236+28.3% | $3,514+54.7% |
| Admin fee / account holder | $27 | $624-95.6% | $5,794-99.5% | $847-96.8% |