Filed June 14, 2006
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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 16 · EIN 91-0850651 | Consulting | $59,000 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $48,338 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,825 |
PERKINS & CO1+ years Filed as: PERKINS & CO. Service code 10 · EIN 93-0928924 | Accounting | $21,750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $14,086 |
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 | $79,399 | $80,177-1.0% | $123,892-35.9% | $57,658+37.7% |
| Participation rate | 78.8% | 74.4%+4.4pp | 81.4%-2.6pp | 70.2%+8.6pp |
| Annual return | 6.98% | 17.90%-10.9pp | 47.52%-40.5pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,949 | $2,913-33.1% | $4,617-57.8% | $1,974-1.3% |
| Participant deferral / active EE | $6,256 | $5,130+21.9% | $5,984+4.5% | $3,061+104.4% |
| Admin fee / account holder | $295 | $106+177.0% | $8,357-96.5% | $95+211.6% |