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 |
|---|---|---|
Filed as: SCHWARTZ & CO., INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $34,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,185 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,541 | $89,652+214.0% | $141,162+99.4% | $65,185+331.9% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.5%+13.1pp | 70.2%+25.3pp |
| Annual return | 24.85% | 32.79%-7.9pp | 71.39%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $453 | $3,065-85.2% | $4,735-90.4% | $2,177-79.2% |
| Participant deferral / active EE | $10,282 | $5,691+80.7% | $6,709+53.3% | $3,514+192.6% |
| Admin fee / account holder | $153 | $569-73.1% | $10,261-98.5% | $847-81.9% |