Filed February 23, 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 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $788,837 |
LANEVE FINANCIAL GUIDANCE, LLC6+ years Service code 33 · EIN 27-1404837 | Securities brokerage commissions and ... | $50,258 |
CHERRY BEKAERT LLP4 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $23,000 |
MONEYWISE, INC.4 years Service code 33 · EIN 54-1506612 | Securities brokerage; Securities brok... | $16,176 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $13,358 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $11,231 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE Service code 25 · EIN 13-5570651 | Directed Trustee | $2,698 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $70,127 | $63,259+10.9% | $178,490-60.7% | $93,223-24.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.9%+18.1pp | 74.9%+25.1pp |
| Annual return | 14.32% | 19.93%-5.6pp | 151.07%-136.7pp | 19.29%-5.0pp |
| Employer contribution / active EE | $1,625 | $1,865-12.9% | $5,011-67.6% | $2,680-39.4% |
| Participant deferral / active EE | $3,694 | $3,372+9.5% | $5,202-29.0% | $4,563-19.0% |
| Admin fee / account holder | $96 | $58+65.7% | $13,984-99.3% | $79+21.4% |