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... | $599,779 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,180 |
LANEVE FINANCIAL GUIDANCE, LLC9+ years Service code 33 · EIN 27-1404837 | Securities brokerage; Securities brok... | $33,782 |
MONEYWISE, INC.7 years Service code 33 · EIN 54-1506612 | Securities brokerage commissions and ... | $15,614 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,698 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | 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 | $65,384 | $59,339+10.2% | $149,673-56.3% | $103,482-36.8% |
| Participation rate | 91.2% | 70.2%+21.0pp | 78.8%+12.4pp | 73.3%+17.9pp |
| Annual return | 17.78% | 77.78%-60.0pp | 134.42%-116.6pp | 33.11%-15.3pp |
| Employer contribution / active EE | $2,729 | $2,178+25.3% | $4,818-43.4% | $3,208-14.9% |
| Participant deferral / active EE | $3,986 | $3,716+7.3% | $5,680-29.8% | $5,207-23.5% |
| Admin fee / account holder | $68 | $103-34.5% | $13,210-99.5% | $114-40.9% |