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 co... | $84,748 |
DYNAMIC WEALTH ADVISORS2 years Service code 33 · EIN 26-3945512 | Securities brokerage commissions and ... | $8,194 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $642 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,600 | $69,823+95.6% | $77,163+77.0% | $74,419+83.6% |
| Participation rate | 97.7% | 70.0%+27.7pp | 69.6%+28.1pp | 70.7%+27.0pp |
| Annual return | 17.16% | 19.98%-2.8pp | 37.87%-20.7pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,588 | $2,150+66.9% | $2,535+41.6% | $2,637+36.1% |
| Participant deferral / active EE | $7,906 | $3,558+122.2% | $3,833+106.2% | $4,528+74.6% |
| Admin fee / account holder | $94 | $398-76.4% | $5,472-98.3% | $348-73.0% |