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 | Shareholder servicing fees; Participa... | $66,120 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $239,527 | $65,592+265.2% | $90,160+165.7% | $69,631+244.0% |
| Participation rate | 99.6% | 77.6%+22.0pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 15.62% | 57.10%-41.5pp | 34.88%-19.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $9,743 | $2,193+344.3% | $3,318+193.6% | $2,032+379.4% |
| Participant deferral / active EE | $8,191 | $5,257+55.8% | $5,288+54.9% | $3,224+154.1% |
| Admin fee / account holder | $169 | $86+97.4% | $5,943-97.2% | $110+53.1% |