Filed December 29, 2008
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 |
|---|---|---|
MBM ADVISORS, INC.1+ years Service code 15 · EIN 74-2009441 | Recordkeeping | $24,400 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,659 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,120 |
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 | $84,334 | $59,231+42.4% | $90,223-6.5% | $52,331+61.2% |
| Participation rate | 93.8% | 75.0%+18.8pp | 79.0%+14.8pp | 68.1%+25.7pp |
| Annual return | -1.99% | 3.53%-5.5pp | 1.31%-3.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $4,343 | $3,391+28.1% | $4,378-0.8% | $1,882+130.8% |
| Participant deferral / active EE | $5,916 | $4,659+27.0% | $5,792+2.1% | $3,022+95.7% |
| Admin fee / account holder | $228 | $515-55.6% | $7,406-96.9% | $592-61.4% |