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 | Finders' fees / placement fees; Sales... | $255,165 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $145 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,184 | $80,160-53.6% | $70,164-47.0% | $80,160-53.6% |
| Participation rate | 97.8% | 72.9%+24.8pp | 78.8%+18.9pp | 72.9%+24.8pp |
| Annual return | 18.14% | 40.38%-22.2pp | 18.87%-0.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $3,215 | $2,978+8.0% | $4,287-25.0% | $2,978+8.0% |
| Participant deferral / active EE | $3,178 | $5,017-36.7% | $5,395-41.1% | $5,017-36.7% |
| Admin fee / account holder | $83 | $145-42.6% | $4,561-98.2% | $145-42.6% |