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 |
|---|---|---|
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS LLC Service code 33 · EIN 32-0070947 | Securities brokerage; Securities brok... | $18,938 |
VALUE WEALTH MANAGEMENT LLC4 years Service code 33 · EIN 20-8152542 | Securities brokerage commissions and ... | $9,694 |
Service code 33 · EIN 26-2909413 | Securities brokerage; Securities brok... | $8,621 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $7,563 |
CHECK CAPITAL MANAGEMENT INC2 years Service code 33 · EIN 93-1019439 | Securities brokerage; Securities brok... | $7,433 |
Service code 33 · EIN 95-4806910 | Securities brokerage; Securities brok... | $6,485 |
KONDRACKI ADVISORY LLC3 years Service code 33 · EIN 46-1169472 | Securities brokerage commissions and ... | $5,899 |
Service code 33 · EIN 61-1311047 | Securities brokerage commissions and ... | $5,500 |
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 | $182,234 | $136,780+33.2% | $189,513-3.8% | $101,517+79.5% |
| Participation rate | 94.1% | 90.9%+3.2pp | 87.8%+6.3pp | 74.6%+19.5pp |
| Annual return | 14.49% | 37.00%-22.5pp | 555.15%-540.7pp | 21.00%-6.5pp |
| Employer contribution / active EE | $2,859 | $4,857-41.1% | $6,162-53.6% | $2,973-3.8% |
| Participant deferral / active EE | $8,769 | $7,572+15.8% | $8,221+6.7% | $4,873+80.0% |
| Admin fee / account holder | $1 | $64-98.4% | $12,045-100.0% | $139-99.3% |