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 and information managem... | $524,178 |
LANEVE FINANCIAL GUIDANCE, LLC8+ years Service code 33 · EIN 27-1404837 | Securities brokerage; Securities brok... | $36,442 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $24,251 |
MONEYWISE, INC.6 years Service code 33 · EIN 54-1506612 | Securities brokerage commissions and ... | $14,549 |
CHERRY BEKAERT LLP6 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 | Accounting | $11,200 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,682 |
MERRIMAN WEALTH MGMT LLC1 year Service code 33 · EIN 80-0873697 | Securities brokerage; Securities brok... | $2,225 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,546 | $52,346-5.3% | $143,757-65.5% | $78,044-36.5% |
| Participation rate | 93.7% | 72.7%+21.0pp | 80.3%+13.4pp | 74.4%+19.2pp |
| Annual return | -14.66% | -14.19%-0.5pp | -0.04%-14.6pp | 10.87%-25.5pp |
| Employer contribution / active EE | $2,851 | $2,131+33.8% | $4,951-42.4% | $3,125-8.8% |
| Participant deferral / active EE | $3,899 | $3,800+2.6% | $5,637-30.8% | $5,084-23.3% |
| Admin fee / account holder | $52 | $63-18.6% | $14,673-99.6% | $79-34.6% |