Filed January 6, 2006
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 | Account maintenance fees; Participant... | $119,946 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $166 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,362 | $73,404+44.9% | $87,100+22.1% | $67,579+57.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 21.90% | 48.29%-26.4pp | 28.19%-6.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $2,252 | $2,014+11.8% | $2,521-10.7% | $2,148+4.8% |
| Participant deferral / active EE | $3,952 | $3,913+1.0% | $4,049-2.4% | $3,539+11.7% |
| Admin fee / account holder | $105 | $142-25.9% | $7,497-98.6% | $142-26.3% |