Filed December 31, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,065 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $563 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,498 | $62,324+66.1% | $68,509+51.1% | $55,191+87.5% |
| Participation rate | 99.7% | 78.9%+20.8pp | 74.7%+24.9pp | 69.2%+30.5pp |
| Annual return | 2.81% | 4.26%-1.4pp | 8.27%-5.5pp | 10.78%-8.0pp |
| Employer contribution / active EE | $8,607 | $2,223+287.2% | $2,278+277.8% | $1,899+353.3% |
| Participant deferral / active EE | $8,587 | $3,425+150.7% | $3,382+153.9% | $3,046+181.9% |
| Admin fee / account holder | $19 | $91-78.7% | $5,275-99.6% | $91-78.6% |