Filed July 25, 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 | Recordkeeping and information managem... | $141,725 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $75,132 | $47,456+58.3% | $172,739-56.5% | $77,787-3.4% |
| Participation rate | 74.9% | 66.3%+8.6pp | 82.6%-7.8pp | 73.2%+1.7pp |
| Annual return | 19.36% | 35.57%-16.2pp | 802.84%-783.5pp | 32.57%-13.2pp |
| Employer contribution / active EE | $1,304 | $1,574-17.2% | $5,143-74.7% | $2,504-48.0% |
| Participant deferral / active EE | $4,250 | $2,560+66.0% | $5,198-18.2% | $3,967+7.1% |
| Admin fee / account holder | $88 | $81+8.5% | $13,954-99.4% | $100-12.3% |