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 | Shareholder servicing fees; Participa... | $276,842 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $595 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,422 | $77,904-62.2% | $61,491-52.2% | $77,904-62.2% |
| Participation rate | 97.7% | 73.7%+24.0pp | 79.3%+18.3pp | 73.7%+24.0pp |
| Annual return | -14.73% | 12.21%-26.9pp | -12.98%-1.7pp | 12.21%-26.9pp |
| Employer contribution / active EE | $2,989 | $2,848+5.0% | $4,246-29.6% | $2,848+5.0% |
| Participant deferral / active EE | $2,978 | $4,806-38.0% | $5,188-42.6% | $4,806-38.0% |
| Admin fee / account holder | $94 | $133-29.2% | $4,312-97.8% | $133-29.2% |