Filed June 15, 2006
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 21 · EIN 56-0223230 | Bank Trustee | $8,410 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,873 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,393 | $43,504+43.4% | $68,793-9.3% | $56,287+10.8% |
| Participation rate | 90.1% | 67.8%+22.2pp | 72.2%+17.8pp | 69.9%+20.2pp |
| Annual return | -2.28% | -3.15%+0.9pp | -4.63%+2.3pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,622 | $1,525+6.3% | $2,625-38.2% | $2,111-23.2% |
| Participant deferral / active EE | $1,845 | $2,509-26.5% | $3,311-44.3% | $3,350-44.9% |
| Admin fee / account holder | $47 | $515-90.9% | $5,131-99.1% | $521-91.0% |