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 communication; Float reve... | $240,926 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $335 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,975 | $90,288-70.1% | $67,221-59.9% | $90,288-70.1% |
| Participation rate | 89.4% | 73.4%+16.0pp | 79.4%+10.0pp | 73.4%+16.0pp |
| Annual return | 13.62% | 53.97%-40.3pp | 20.72%-7.1pp | 53.97%-40.3pp |
| Employer contribution / active EE | $1,392 | $2,524-44.9% | $3,723-62.6% | $2,524-44.9% |
| Participant deferral / active EE | $1,752 | $4,232-58.6% | $4,384-60.0% | $4,232-58.6% |
| Admin fee / account holder | $84 | $114-26.3% | $5,844-98.6% | $114-26.3% |