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 | Investment management; Participant lo... | $138,475 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $14,741 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $433 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $134,451 | $55,790+141.0% | $76,817+75.0% | $67,579+99.0% |
| Participation rate | 99.1% | 71.1%+28.0pp | 72.1%+27.0pp | 71.3%+27.8pp |
| Annual return | 22.76% | 64.45%-41.7pp | 1166.11%-1143.3pp | 378.56%-355.8pp |
| Employer contribution / active EE | $3,463 | $1,810+91.3% | $2,302+50.4% | $2,148+61.2% |
| Participant deferral / active EE | $7,439 | $2,875+158.8% | $3,336+123.0% | $3,539+110.2% |
| Admin fee / account holder | $164 | $159+3.3% | $6,420-97.4% | $142+15.5% |