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 and information managem... | $53,085 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $9 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,215 | $69,305+17.2% | $82,313-1.3% | $69,631+16.6% |
| Participation rate | 97.9% | 80.3%+17.6pp | 76.9%+21.0pp | 70.7%+27.2pp |
| Annual return | 20.51% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $3,127 | $1,887+65.7% | $2,428+28.8% | $2,032+53.9% |
| Participant deferral / active EE | $7,835 | $3,568+119.6% | $3,706+111.4% | $3,224+143.0% |
| Admin fee / account holder | $80 | $97-17.2% | $5,608-98.6% | $110-27.2% |