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 | Direct payment from the plan; Recordk... | $174,040 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $384 |
NATIONAL FINANCIAL SERVICES6+ 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 | $64,012 | $72,066-11.2% | $81,930-21.9% | $90,288-29.1% |
| Participation rate | 98.5% | 78.9%+19.6pp | 72.0%+26.5pp | 73.4%+25.2pp |
| Annual return | 16.86% | 15.92%+0.9pp | 29.49%-12.6pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,847 | $2,335-20.9% | $4,310-57.1% | $2,524-26.8% |
| Participant deferral / active EE | $5,698 | $3,557+60.2% | $7,107-19.8% | $4,232+34.6% |
| Admin fee / account holder | $87 | $92-5.4% | $5,158-98.3% | $114-23.3% |