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 | Recordkeeping and information managem... | $473,941 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $17,049 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $291 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,770 | $48,835-59.5% | $170,442-88.4% | $177,276-88.8% |
| Participation rate | 73.9% | 72.1%+1.8pp | 83.6%-9.7pp | 74.8%-1.0pp |
| Annual return | 16.94% | 19.44%-2.5pp | 205.93%-189.0pp | 21.25%-4.3pp |
| Employer contribution / active EE | $1,517 | $1,798-15.7% | $5,433-72.1% | $2,479-38.8% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $50 | $52-3.7% | $13,880-99.6% | $154-67.5% |