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 | Finders' fees / placement fees; Inves... | $114,709 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $144 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,053 | $72,254+42.6% | $86,677+18.9% | $64,808+59.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.32% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,479 | $2,393+3.6% | $2,836-12.6% | $2,506-1.1% |
| Participant deferral / active EE | $5,333 | $4,658+14.5% | $4,656+14.5% | $4,310+23.7% |
| Admin fee / account holder | $90 | $174-48.5% | $7,493-98.8% | $188-52.3% |