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; Sales loads (f... | $125,632 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $2,250 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $432 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | 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 | $145,092 | $61,473+136.0% | $81,930+77.1% | $73,409+97.6% |
| Participation rate | 97.9% | 72.4%+25.6pp | 72.0%+25.9pp | 72.2%+25.8pp |
| Annual return | 15.65% | 28.26%-12.6pp | 29.49%-13.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $3,532 | $1,898+86.1% | $4,310-18.1% | $2,234+58.1% |
| Participant deferral / active EE | $7,660 | $3,080+148.7% | $7,107+7.8% | $3,805+101.3% |
| Admin fee / account holder | $140 | $125+11.8% | $5,158-97.3% | $158-11.2% |