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 | $1,758 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $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 | $37,503 | $52,953-29.2% | $172,739-78.3% | $65,185-42.5% |
| Participation rate | 87.8% | 66.2%+21.7pp | 82.6%+5.2pp | 70.2%+17.6pp |
| Annual return | 19.35% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,905 | $2,190-13.0% | $5,143-63.0% | $2,177-12.5% |
| Participant deferral / active EE | $4,743 | $2,471+92.0% | $5,198-8.7% | $3,514+35.0% |
| Admin fee / account holder | $4 | $472-99.1% | $13,954-100.0% | $847-99.5% |