Filed July 6, 2007 (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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $44,884 |
FLEXIBLE PLAN INVESTMENTS LTD2+ years Filed as: FLEXIBLE PLAN INVESTMENTS, LTD Service code 33 · EIN 38-2340348 | Securities brokerage commissions and ... | $10,002 |
CLS INVESTMENTS2+ years Filed as: CLS INVESTMENTS LLC Service code 33 · EIN 32-0070947 | Securities brokerage; Securities brok... | $7,641 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,998 | $112,134-0.1% | $149,718-25.2% | $80,976+38.3% |
| Participation rate | 91.7% | 87.3%+4.5pp | 87.1%+4.7pp | 68.3%+23.5pp |
| Annual return | 14.69% | 17.23%-2.5pp | 1501.63%-1486.9pp | 22.91%-8.2pp |
| Employer contribution / active EE | $2,214 | $3,991-44.5% | $5,445-59.3% | $2,402-7.9% |
| Participant deferral / active EE | $5,975 | $6,036-1.0% | $6,569-9.0% | $3,848+55.3% |
| Admin fee / account holder | $1 | $109-98.9% | $11,283-100.0% | $67-98.2% |