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 | Recordkeeping and information managem... | $106,514 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 10 · EIN 22-2232264 | Accounting | $16,500 |
DYNAMIC WEALTH ADVISORS1 year Service code 33 · EIN 26-3945512 | Securities brokerage; Securities brok... | $5,813 |
Service code 33 · EIN 27-3616371 | Securities brokerage commissions and ... | $5,072 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $754 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,133 | $56,503+114.4% | $70,092+72.8% | $64,808+86.9% |
| Participation rate | 96.4% | 70.5%+25.9pp | 70.5%+25.9pp | 71.5%+24.9pp |
| Annual return | -15.39% | -13.44%-2.0pp | 190.73%-206.1pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,313 | $2,046+61.9% | $2,559+29.5% | $2,506+32.2% |
| Participant deferral / active EE | $7,356 | $3,389+117.0% | $3,849+91.1% | $4,310+70.7% |
| Admin fee / account holder | $132 | $160-17.7% | $6,267-97.9% | $188-29.7% |