Filed August 8, 2005 (most recent of 3 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; Direc... | $38,225 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $36 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $69,832 | $72,770-4.0% | $67,652+3.2% | $55,191+26.5% |
| Participation rate | 99.8% | 78.8%+21.0pp | 75.7%+24.1pp | 69.2%+30.6pp |
| Annual return | 2.62% | -3.26%+5.9pp | 6625.04%-6622.4pp | 10.78%-8.2pp |
| Employer contribution / active EE | $3,909 | $1,769+120.9% | $2,266+72.5% | $1,899+105.9% |
| Participant deferral / active EE | $7,627 | $3,408+123.8% | $3,560+114.3% | $3,046+150.4% |
| Admin fee / account holder | $69 | $79-12.0% | $4,821-98.6% | $91-23.6% |