Filed October 18, 2004
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 |
|---|---|---|
CORPORATE PLANS & SERVICES, INC.1+ years Filed as: CORPORATE PLANS & SERVICES Service code 16 · EIN 56-1990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Consulting | $15,129 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 43-1825172 ACG ADVISORY SERVICES, INC. · MIDLOTHIAN, VA 231132427 | Securities Custodian | $5,769 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 49 · EIN 13-3036745 504 CLINTON CENTER DRIVE · CLINTON, MS 39056 | Other Services | $286 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -1.77% | -1.05%-0.7pp | -0.97%-0.8pp | -7.14%+5.4pp |
| Employer contribution / active EE | $3,663 | $8,702-57.9% | $22,441-83.7% | $14,613-74.9% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |