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 | Finders' fees / placement fees; Claim... | $515,013 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $73,130 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $283 |
NATIONAL FINANCIAL SERVICES4+ 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 | $25,412 | $44,007-42.3% | $154,107-83.5% | $68,904-63.1% |
| Participation rate | 74.2% | 70.0%+4.2pp | 83.0%-8.8pp | 74.1%+0.1pp |
| Annual return | -4.84% | 8.15%-13.0pp | 735.12%-740.0pp | 1.07%-5.9pp |
| Employer contribution / active EE | $1,296 | $1,732-25.2% | $5,298-75.5% | $2,540-49.0% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $83 | $65+28.9% | $13,411-99.4% | $71+17.1% |