Filed March 27, 2008 (most recent of 2 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 19 · EIN 51-0396365 | Securities Custodian | $830,907 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $2,130 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $287 |
CHARLES SCHWAB & CO., INC.1+ years Service code 50 · EIN 94-1737782 | Direct Payment | $25 |
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 | $44,829 | $63,964-29.9% | $147,614-69.6% | $67,505-33.6% |
| Participation rate | 94.1% | 68.6%+25.5pp | 84.6%+9.5pp | 71.2%+22.9pp |
| Annual return | 1.20% | 9.05%-7.8pp | 61.98%-60.8pp | 6.52%-5.3pp |
| Employer contribution / active EE | $2,550 | $1,618+57.6% | $5,564-54.2% | $2,173+17.4% |
| Participant deferral / active EE | $3,122 | $2,589+20.6% | $4,895-36.2% | $3,597-13.2% |
| Admin fee / account holder | $71 | $43+65.7% | $11,611-99.4% | $56+26.3% |