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 | $11,163 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $5 |
DODGE & COX1 year Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 26-0819611 | Indirect Investment Fees | $0 |
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 | $197,671 | $70,908+178.8% | $98,907+99.9% | $73,488+169.0% |
| Participation rate | 99.6% | 73.8%+25.8pp | 76.0%+23.5pp | 70.7%+28.9pp |
| Annual return | 14.81% | 34.17%-19.4pp | 196.43%-181.6pp | 28.51%-13.7pp |
| Employer contribution / active EE | $9,069 | $2,036+345.3% | $2,689+237.3% | $2,270+299.5% |
| Participant deferral / active EE | $11,924 | $3,500+240.7% | $4,244+180.9% | $3,740+218.9% |
| Admin fee / account holder | $25 | $535-95.3% | $6,642-99.6% | $513-95.1% |