Filed November 24, 1999 (most recent of 2 filings on file)
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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $78,966 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $204,617 | $56,640+261.3% | $80,975+152.7% | $57,658+254.9% |
| Participation rate | 98.1% | 75.9%+22.3pp | 75.8%+22.3pp | 70.2%+27.9pp |
| Annual return | 7.69% | 19.97%-12.3pp | 17.10%-9.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $9,471 | $2,085+354.2% | $3,714+155.0% | $1,974+379.8% |
| Participant deferral / active EE | $7,984 | $4,944+61.5% | $5,696+40.2% | $3,061+160.9% |
| Admin fee / account holder | $201 | $87+131.3% | $5,516-96.3% | $95+113.1% |