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 | Recordkeeping fees; Direct payment fr... | $41,636 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $27 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ 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 | $71,709 | $63,905+12.2% | $74,183-3.3% | $57,658+24.4% |
| Participation rate | 96.7% | 79.8%+17.0pp | 76.6%+20.1pp | 70.2%+26.5pp |
| Annual return | 9.64% | 60.60%-51.0pp | 17.74%-8.1pp | 5.13%+4.5pp |
| Employer contribution / active EE | $3,644 | $1,840+98.0% | $2,370+53.7% | $1,974+84.6% |
| Participant deferral / active EE | $7,273 | $3,448+110.9% | $3,550+104.9% | $3,061+137.6% |
| Admin fee / account holder | $68 | $91-24.9% | $5,586-98.8% | $95-27.7% |