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 |
|---|---|---|
Service code 16 · EIN 56-1990374 136-B GATEWAY BOULEVARD · MOORESVILLE, NC 28117 | Consulting | $13,289 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 43-1825172 ACG ADVISORY SERVICES, INC. · MIDLOTHIAN, VA 231132427 | Securities Custodian | $5,952 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 49 · EIN 13-3036745 504 CLINTON CENTER DRIVE · CLINTON, MS 39056 | Other Services | $314 |
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.
Employer 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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -4.60% | -2.38%-2.2pp | -0.41%-4.2pp | 10.56%-15.2pp |
| Employer contribution / active EE | $1,440 | $9,517-84.9% | $15,396-90.6% | $13,643-89.4% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |