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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,719 |
Filed as: MORGAN STANLEY Service code 49 · EIN 90-0924512 | Other Services | $13,391 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: THE CHARLES SCHWAB TRUST CO Service code 13 · EIN 42-1558009 | Contract Administrator | $6,056 |
WATKINS ROSS1 year Filed as: WATKINS ROSS & CO. Service code 15 · EIN 38-1477362 | Recordkeeping | $2,032 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,757 | $69,362+101.5% | $101,248+38.0% | $73,488+90.2% |
| Participation rate | 90.7% | 68.4%+22.3pp | 75.8%+14.9pp | 70.7%+20.0pp |
| Annual return | 9.13% | 18.46%-9.3pp | 46.47%-37.3pp | 28.51%-19.4pp |
| Employer contribution / active EE | $6,119 | $2,628+132.8% | $3,660+67.2% | $2,270+169.5% |
| Participant deferral / active EE | $5,323 | $3,300+61.3% | $4,370+21.8% | $3,740+42.3% |
| Admin fee / account holder | $212 | $704-69.9% | $5,945-96.4% | $513-58.8% |