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 | Distribution (12b-1) fees; Participan... | $194,418 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,761 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ 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 | $26,548 | $75,289-64.7% | $54,726-51.5% | $75,289-64.7% |
| Participation rate | 97.9% | 72.4%+25.5pp | 79.1%+18.8pp | 72.4%+25.5pp |
| Annual return | -5.71% | -0.04%-5.7pp | -4.56%-1.1pp | -0.04%-5.7pp |
| Employer contribution / active EE | $1,924 | $2,405-20.0% | $3,449-44.2% | $2,405-20.0% |
| Participant deferral / active EE | $1,896 | $3,739-49.3% | $3,953-52.0% | $3,739-49.3% |
| Admin fee / account holder | $91 | $102-10.8% | $3,818-97.6% | $102-10.8% |