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 | Finders' fees / placement fees; Recor... | $184,811 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,240 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $49,818 | $77,559-35.8% | $68,793-27.6% | $75,289-33.8% |
| Participation rate | 98.2% | 78.3%+19.9pp | 72.2%+25.9pp | 72.4%+25.7pp |
| Annual return | 3.22% | -1.01%+4.2pp | -4.63%+7.8pp | -0.04%+3.3pp |
| Employer contribution / active EE | $1,670 | $1,993-16.2% | $2,625-36.4% | $2,405-30.6% |
| Participant deferral / active EE | $4,917 | $3,128+57.2% | $3,311+48.5% | $3,739+31.5% |
| Admin fee / account holder | $100 | $90+10.1% | $5,131-98.1% | $102-2.7% |