Filed April 18, 2016 (most recent of 4 filings on file)
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 5-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; Parti... | $236,314 |
Service code 10 · EIN 93-1238515 | Accounting | $18,750 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,530 |
NATIONAL FINANCIAL SERVICES2+ 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 | $28,920 | $43,110-32.9% | $156,549-81.5% | $65,292-55.7% |
| Participation rate | 78.4% | 69.3%+9.1pp | 84.0%-5.6pp | 72.4%+6.0pp |
| Annual return | 10.75% | 11.24%-0.5pp | 32.23%-21.5pp | 11.84%-1.1pp |
| Employer contribution / active EE | $2,712 | $1,702+59.3% | $5,501-50.7% | $2,302+17.8% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $47 | $47-0.1% | $13,027-99.6% | $57-17.7% |