Filed June 14, 2006
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 19 · EIN 51-0396365 | Securities Custodian | $1,965 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $0 |
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 | $41,288 | $55,453-25.5% | $170,442-75.8% | $62,292-33.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 16.74% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,330 | $2,164-38.5% | $5,433-75.5% | $2,042-34.9% |
| Participant deferral / active EE | $4,256 | $2,303+84.8% | $4,939-13.8% | $3,169+34.3% |
| Admin fee / account holder | $11 | $455-97.5% | $13,880-99.9% | $479-97.6% |