Filed August 11, 2008
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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: UNITED CAPITAL Service code 26 · EIN 26-1224812 | Advisory (Participants) | $6,335 |
FINANCIAL DECISIONS2+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $2,332 |
Filed as: CHARLES SCHWAB & CO INC Service code 28 | Investment Management | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-1737782 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,072 | $46,732-54.9% | $156,549-86.5% | $55,167-61.8% |
| Participation rate | 25.5% | 65.8%-40.3pp | 84.0%-58.5pp | 69.0%-43.5pp |
| Annual return | 7.86% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $426 | $2,204-80.7% | $4,871-91.3% | $3,054-86.1% |
| Admin fee / account holder | $211 | $418-49.5% | $13,027-98.4% | $504-58.0% |