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) | $36,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,235 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,146 | $99,957+218.3% | $149,696+112.5% | $73,488+332.9% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.4pp | 70.7%+24.2pp |
| Annual return | 22.73% | 53.87%-31.1pp | 276.60%-253.9pp | 28.51%-5.8pp |
| Employer contribution / active EE | $4,339 | $3,191+36.0% | $4,644-6.6% | $2,270+91.1% |
| Participant deferral / active EE | $11,243 | $6,073+85.1% | $6,842+64.3% | $3,740+200.6% |
| Admin fee / account holder | $154 | $551-72.0% | $9,309-98.3% | $513-69.9% |