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 | Participant loan processing; Account ... | $212,768 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,927 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,459 | $77,787-59.6% | $61,048-48.5% | $77,787-59.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.3%+19.2pp | 73.2%+25.3pp |
| Annual return | 19.90% | 32.57%-12.7pp | 26.18%-6.3pp | 32.57%-12.7pp |
| Employer contribution / active EE | $2,225 | $2,504-11.2% | $3,716-40.1% | $2,504-11.2% |
| Participant deferral / active EE | $2,078 | $3,967-47.6% | $4,470-53.5% | $3,967-47.6% |
| Admin fee / account holder | $97 | $100-3.5% | $3,728-97.4% | $100-3.5% |