Filed November 2, 2004 (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 12 · EIN 13-3689044 | Participant communication; Claims pro... | $205,125 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $685 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,189 | $47,126+6.5% | $149,673-66.5% | $74,419-32.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 19.02% | 22.75%-3.7pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $3,155 | $1,905+65.6% | $4,818-34.5% | $2,637+19.6% |
| Participant deferral / active EE | $5,407 | $2,728+98.2% | $5,680-4.8% | $4,528+19.4% |
| Admin fee / account holder | $94 | $343-72.4% | $13,210-99.3% | $348-72.8% |