Filed April 11, 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 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 |
|---|---|---|
MONETA GROUP LLC1 year Service code 27 · EIN 20-1903821 | Advisory (Plan) | $26,854 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,063 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,992 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,709 | $79,700+2.5% | $153,485-46.8% | $74,495+9.7% |
| Participation rate | 98.1% | 69.8%+28.3pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 11.51% | 15.07%-3.6pp | 15.65%-4.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $4,068 | $4,016+1.3% | $5,039-19.3% | $2,623+55.1% |
| Participant deferral / active EE | $7,716 | $5,315+45.2% | $6,757+14.2% | $4,346+77.5% |
| Admin fee / account holder | $258 | $1,790-85.6% | $12,724-98.0% | $1,942-86.7% |