Filed February 11, 2011 (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 | Participant loan processing; Float re... | $467,120 |
MERIDIAN WEALTH MANAGEMENT LLC7+ years Service code 16 · EIN 27-0846572 | Consulting | $163,155 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,847 | $45,000-49.2% | $143,757-84.1% | $77,904-70.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.98% | 29.03%-45.0pp | -0.04%-15.9pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,760 | $1,870-5.9% | $4,951-64.5% | $2,848-38.2% |
| Participant deferral / active EE | $2,178 | $3,157-31.0% | $5,637-61.4% | $4,806-54.7% |
| Admin fee / account holder | $117 | $98+19.0% | $14,673-99.2% | $133-11.6% |