Filed July 10, 2006
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: GREGORY J SCHWARTZ & CO Service code 27 · EIN 38-2117812 | Advisory (Plan) | $21,659 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,145 |
Filed as: SCHWARTZ & CO Service code 50 3707 W MAPLE RD · BLLOMFIELD HILLS, MI 48301 | Direct Payment | $6,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,804 | $65,435-39.2% | $86,677-54.1% | $66,914-40.5% |
| Participation rate | 94.9% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.1pp |
| Annual return | -14.09% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,197 | $2,153+2.0% | $2,836-22.5% | $2,544-13.6% |
| Participant deferral / active EE | $3,309 | $4,100-19.3% | $4,656-28.9% | $4,237-21.9% |
| Admin fee / account holder | $221 | $642-65.6% | $7,493-97.1% | $593-62.8% |