Filed June 15, 2011 (most recent of 4 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 27 · EIN 04-2675571 | Advisory (Plan) | $61,585 |
Service code 49 · EIN 04-1590850 | Other Services | $3,426 |
CHARLES SCHWAB & CO., INC.4+ years Service code 62 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $134 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1458705 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $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 | $106,419 | $51,620+106.2% | $90,281+17.9% | $65,185+63.3% |
| Participation rate | 93.3% | 68.6%+24.7pp | 73.3%+20.1pp | 70.2%+23.1pp |
| Annual return | 20.32% | 24.94%-4.6pp | 78.10%-57.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $11,129 | $2,235+398.0% | $2,854+289.9% | $2,177+411.3% |
| Participant deferral / active EE | $7,399 | $2,871+157.8% | $3,885+90.4% | $3,514+110.6% |
| Admin fee / account holder | $222 | $384-42.3% | $5,351-95.9% | $847-73.8% |