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 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 | Direct payment from the plan; Finders... | $333,763 |
Service code 10 · EIN 93-1238515 | Accounting | $56,250 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,369 |
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 | $48,920 | $43,110+13.5% | $156,549-68.8% | $65,292-25.1% |
| Participation rate | 70.8% | 69.3%+1.5pp | 84.0%-13.2pp | 72.4%-1.6pp |
| Annual return | 13.32% | 11.24%+2.1pp | 32.23%-18.9pp | 11.84%+1.5pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,082 | $2,520+62.0% | $4,871-16.2% | $3,579+14.1% |
| Admin fee / account holder | $85 | $47+80.4% | $13,027-99.3% | $57+48.5% |