Filed May 5, 2005
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; Claim... | $114,463 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189308 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,051 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $90,329 | $48,277+87.1% | $63,517+42.2% | $55,191+63.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 71.0%+29.0pp | 69.2%+30.8pp |
| Annual return | 0.36% | 2.37%-2.0pp | -70.30%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,028 | $1,592+90.2% | $2,322+30.4% | $1,899+59.5% |
| Participant deferral / active EE | $6,473 | $2,432+166.1% | $2,953+119.2% | $3,046+112.5% |
| Admin fee / account holder | $142 | $86+65.5% | $5,892-97.6% | $91+56.7% |