Filed October 29, 2008 (most recent of 3 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 | Shareholder servicing fees; Float rev... | $530,110 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $201 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,625 | $63,964-34.9% | $147,614-71.8% | $67,505-38.3% |
| Participation rate | 99.9% | 68.6%+31.3pp | 84.6%+15.2pp | 71.2%+28.6pp |
| Annual return | -0.04% | 9.05%-9.1pp | 61.98%-62.0pp | 6.52%-6.6pp |
| Employer contribution / active EE | $2,032 | $1,618+25.6% | $5,564-63.5% | $2,173-6.5% |
| Participant deferral / active EE | $3,599 | $2,589+39.0% | $4,895-26.5% | $3,597+0.1% |
| Admin fee / account holder | $84 | $43+95.5% | $11,611-99.3% | $56+49.0% |