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 | Sales loads (front end and deferred);... | $235,170 |
AMERICAN FUNDS8+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $40,000 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $13,650 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,558 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,458 | $45,000+101.0% | $143,757-37.1% | $77,904+16.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.1pp |
| Annual return | -16.90% | 29.03%-45.9pp | -0.04%-16.9pp | 12.21%-29.1pp |
| Employer contribution / active EE | $1,102 | $1,870-41.0% | $4,951-77.7% | $2,848-61.3% |
| Participant deferral / active EE | $5,997 | $3,157+90.0% | $5,637+6.4% | $4,806+24.8% |
| Admin fee / account holder | $94 | $98-4.8% | $14,673-99.4% | $133-29.3% |