Filed November 29, 2005
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 | Shareholder servicing fees; Investmen... | $388,103 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $9,657 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $289 |
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 | $17,030 | $63,964-73.4% | $147,614-88.5% | $67,505-74.8% |
| Participation rate | 74.9% | 68.6%+6.3pp | 84.6%-9.7pp | 71.2%+3.7pp |
| Annual return | 4.50% | 9.05%-4.5pp | 61.98%-57.5pp | 6.52%-2.0pp |
| Employer contribution / active EE | $1,366 | $1,618-15.6% | $5,564-75.4% | $2,173-37.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $45 | $43+5.0% | $11,611-99.6% | $56-20.0% |