Filed November 9, 2005 (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 |
|---|---|---|
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: GREGORY J. SCHWARTZ Service code 27 · EIN 38-2117812 | Advisory (Plan) | $26,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,048 |
Employer contribution per participant 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 | $171,552 | $70,002+145.1% | $115,037+49.1% | $52,331+227.8% |
| Participation rate | 94.0% | 72.1%+21.9pp | 81.4%+12.6pp | 68.1%+25.9pp |
| Annual return | 3.45% | 4.04%-0.6pp | 26.14%-22.7pp | 4.54%-1.1pp |
| Employer contribution / active EE | $13 | $2,715-99.5% | $4,608-99.7% | $1,882-99.3% |
| Participant deferral / active EE | $8,529 | $4,920+73.4% | $6,026+41.5% | $3,022+182.2% |
| Admin fee / account holder | $109 | $566-80.8% | $8,175-98.7% | $592-81.6% |