Filed January 23, 2015 (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 |
|---|---|---|
Filed as: ACTUARIAL DESIGNS AND SOLUTIONS,INC Service code 37 · EIN 01-0496183 | Loan Processing | $21,822 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,251 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Tr... | $1,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,893 | $47,969+104.1% | $85,969+13.9% | $52,331+87.1% |
| Participation rate | 56.8% | 61.7%-5.0pp | 76.5%-19.8pp | 68.1%-11.3pp |
| Annual return | -1.75% | -0.13%-1.6pp | 9.32%-11.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,401 | $1,460+64.5% | $3,474-30.9% | $1,882+27.6% |
| Participant deferral / active EE | $5,164 | $2,110+144.7% | $3,829+34.9% | $3,022+70.9% |
| Admin fee / account holder | $379 | $530-28.4% | $6,053-93.7% | $592-35.9% |