Filed December 21, 2011
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 |
|---|---|---|
KERNS CAPITAL MANAGEMENT2+ years Filed as: KEARNS CAPITAL MANAGEMENT Service code 27 · EIN 76-0488072 | Advisory (Plan) | $16,681 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,187 |
AXIOS ADVISORY GROUP, LTD2+ years Service code 13 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Contract Administrator | $4,115 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | 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 | $49,715 | $36,767+35.2% | $81,478-39.0% | $62,292-20.2% |
| Participation rate | 74.1% | 54.4%+19.7pp | 68.0%+6.1pp | 69.5%+4.6pp |
| Annual return | 15.40% | 173.80%-158.4pp | 38.78%-23.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $968 | $1,128-14.2% | $2,568-62.3% | $2,042-52.6% |
| Participant deferral / active EE | $2,174 | $2,111+3.0% | $3,537-38.5% | $3,169-31.4% |
| Admin fee / account holder | $211 | $797-73.5% | $4,561-95.4% | $479-55.9% |