Filed April 30, 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 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $144,516 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,427 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $29,901 | $59,188-49.5% | $40,757-26.6% | $59,188-49.5% |
| Participation rate | 97.3% | 69.4%+27.9pp | 79.3%+18.0pp | 69.4%+27.9pp |
| Annual return | 0.97% | 5.51%-4.5pp | -0.50%+1.5pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,853 | $2,098-11.7% | $3,004-38.3% | $2,098-11.7% |
| Participant deferral / active EE | $1,888 | $3,265-42.2% | $3,485-45.8% | $3,265-42.2% |
| Admin fee / account holder | $101 | $92+9.5% | $4,272-97.6% | $92+9.5% |