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 commissions and ... | $20,306 |
Filed as: VALUE WEALTH MANAGEMENT, LLC Service code 33 · EIN 20-8152542 | Securities brokerage commissions and ... | $13,820 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11,347 |
Filed as: PILLAR FINANCIAL ADVISORS, LLC Service code 33 · EIN 61-1311047 | Securities brokerage; Securities brok... | $11,000 |
Filed as: JOSEPH P LUCIA & ASSOCIATES, LLC Service code 33 · EIN 26-2909413 | Securities brokerage; Securities brok... | $8,814 |
Filed as: CHECK CAPITAL INVESTMENTS, LLC Service code 33 · EIN 93-1019439 | Securities brokerage commissions and ... | $7,473 |
Service code 33 · EIN 95-4806910 | Securities brokerage commissions and ... | $6,333 |
KONDRACKI ADVISORY LLC1 year Filed as: KONDRACKI ADVISORY, LLC Service code 33 · EIN 46-1169472 | Securities brokerage commissions and ... | $6,325 |
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 | $148,184 | $119,153+24.4% | $151,611-2.3% | $78,044+89.9% |
| Participation rate | 97.3% | 92.5%+4.9pp | 87.5%+9.8pp | 74.4%+22.9pp |
| Annual return | -14.18% | -10.83%-3.4pp | 3.33%-17.5pp | 10.87%-25.1pp |
| Employer contribution / active EE | $4,357 | $5,298-17.8% | $6,166-29.3% | $3,125+39.5% |
| Participant deferral / active EE | $10,162 | $8,624+17.8% | $8,363+21.5% | $5,084+99.9% |
| Admin fee / account holder | $1 | $69-98.7% | $11,616-100.0% | $79-98.9% |