Filed April 17, 2014
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 | Claims processing; Direct payment fro... | $238,635 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
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 | $51,785 | $47,456+9.1% | $172,739-70.0% | $77,787-33.4% |
| Participation rate | 93.9% | 66.3%+27.7pp | 82.6%+11.3pp | 73.2%+20.7pp |
| Annual return | 24.01% | 35.57%-11.6pp | 802.84%-778.8pp | 32.57%-8.6pp |
| Employer contribution / active EE | $2,590 | $1,574+64.5% | $5,143-49.6% | $2,504+3.4% |
| Participant deferral / active EE | $4,653 | $2,560+81.8% | $5,198-10.5% | $3,967+17.3% |
| Admin fee / account holder | $141 | $81+74.7% | $13,954-99.0% | $100+41.1% |