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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $32,688 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,001 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $35 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,803 | $107,440-54.6% | $105,738-53.8% | $55,725-12.4% |
| Participation rate | 45.2% | 55.5%-10.3pp | 76.3%-31.2pp | 70.9%-25.7pp |
| Annual return | -6.60% | -0.59%-6.0pp | 6.27%-12.9pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,246 | $1,448-14.0% | $3,268-61.9% | $2,078-40.1% |
| Participant deferral / active EE | $3,177 | $2,171+46.3% | $4,080-22.1% | $3,356-5.3% |
| Admin fee / account holder | $166 | $283-41.6% | $6,913-97.6% | $115+43.8% |