Filed April 1, 2006
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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Account ma... | $418,287 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $40,705 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $13,300 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,510 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $93,263 | $47,456+96.5% | $172,739-46.0% | $77,787+19.9% |
| Participation rate | 98.5% | 66.3%+32.3pp | 82.6%+15.9pp | 73.2%+25.3pp |
| Annual return | 21.22% | 35.57%-14.3pp | 802.84%-781.6pp | 32.57%-11.4pp |
| Employer contribution / active EE | $2,474 | $1,574+57.2% | $5,143-51.9% | $2,504-1.2% |
| Participant deferral / active EE | $5,233 | $2,560+104.4% | $5,198+0.7% | $3,967+31.9% |
| Admin fee / account holder | $132 | $81+63.7% | $13,954-99.1% | $100+32.3% |