Filed November 21, 2011 (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 | Float revenue; Recordkeeping and info... | $129,777 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,019 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,005 | $58,758-21.7% | $70,014-34.3% | $63,975-28.1% |
| Participation rate | 97.5% | 77.5%+20.1pp | 71.8%+25.7pp | 71.1%+26.4pp |
| Annual return | 12.05% | 18.05%-6.0pp | 12.99%-0.9pp | 48.65%-36.6pp |
| Employer contribution / active EE | $1,457 | $1,973-26.1% | $2,338-37.7% | $2,182-33.2% |
| Participant deferral / active EE | $4,240 | $2,912+45.6% | $2,931+44.7% | $3,356+26.3% |
| Admin fee / account holder | $76 | $71+6.4% | $4,380-98.3% | $70+7.3% |