Filed May 17, 2007
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 27 · EIN 59-3766965 | Advisory (Plan) | $35,680 |
PENSION CORPORATION OF AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $3,167 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 28 · EIN 82-3967259 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCWHAB & CO., INC. Service code 59 | Shareholder Servicing | $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 | $81,761 | $88,083-7.2% | $164,813-50.4% | $74,495+9.8% |
| Participation rate | 95.9% | 73.0%+22.8pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 15.95% | 17.26%-1.3pp | 69.93%-54.0pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,673 | $2,593-35.5% | $4,341-61.5% | $2,623-36.2% |
| Participant deferral / active EE | $6,568 | $4,498+46.0% | $6,031+8.9% | $4,346+51.1% |
| Admin fee / account holder | $195 | $2,234-91.3% | $12,690-98.5% | $1,942-89.9% |