Filed September 28, 2006 (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... | $68,141 |
FIRST SECURITY BANK2 years Service code 16 · EIN 71-0159420 | Consulting | $22,946 |
Service code 33 · EIN 20-4773945 | Securities brokerage commissions and ... | $829 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,076 | $50,127-42.0% | $149,673-80.6% | $80,160-63.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.93% | 29.82%-12.9pp | 134.42%-117.5pp | 40.38%-23.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,768 | $3,194-13.3% | $5,680-51.3% | $5,017-44.8% |
| Admin fee / account holder | $59 | $153-61.6% | $13,210-99.6% | $145-59.6% |