Filed September 26, 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 15 · EIN 36-4389114 | Recordkeeping | $25,803 |
Service code 27 · EIN 82-1589061 | Advisory (Plan) | $14,875 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,001 |
Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,665 | $96,018-36.8% | $65,493-7.4% | $85,563-29.1% |
| Participation rate | 30.3% | 74.8%-44.5pp | 73.1%-42.8pp | 66.0%-35.6pp |
| Annual return | 12.76% | 14.51%-1.8pp | 982.45%-969.7pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,012 | $3,235-68.7% | $2,574-60.7% | $2,654-61.9% |
| Participant deferral / active EE | $1,624 | $4,055-60.0% | $3,961-59.0% | $4,375-62.9% |
| Admin fee / account holder | $258 | $271-4.5% | $5,028-94.9% | $834-69.0% |