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. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $51,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,249 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $291,117 | $84,487+244.6% | $125,339+132.3% | $66,914+335.1% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -19.12% | -8.39%-10.7pp | 572.05%-591.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $4,837 | $3,553+36.2% | $4,814+0.5% | $2,544+90.1% |
| Participant deferral / active EE | $12,756 | $6,781+88.1% | $7,446+71.3% | $4,237+201.1% |
| Admin fee / account holder | $196 | $685-71.3% | $10,010-98.0% | $593-66.9% |