Filed May 22, 2006 (most recent of 3 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 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $291,872 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC RETIREMENT GROUP Service code 27 · EIN 59-4441424 | Advisory (Plan) | $60,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $52,542 | $37,039+41.9% | $147,614-64.4% | $59,188-11.2% |
| Participation rate | 76.8% | 63.8%+13.0pp | 84.6%-7.9pp | 69.4%+7.3pp |
| Annual return | 0.21% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,967 | $1,353+45.4% | $5,564-64.7% | $2,098-6.2% |
| Participant deferral / active EE | $3,016 | $2,094+44.1% | $4,895-38.4% | $3,265-7.6% |
| Admin fee / account holder | $140 | $60+133.0% | $11,611-98.8% | $92+52.1% |