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 | $25,060 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,673 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,637 | $124,414-52.9% | $115,157-49.1% | $67,579-13.2% |
| Participation rate | 56.7% | 58.1%-1.4pp | 75.9%-19.2pp | 71.3%-14.6pp |
| Annual return | 23.04% | 29.40%-6.4pp | 35.60%-12.6pp | 378.56%-355.5pp |
| Employer contribution / active EE | $1,645 | $1,454+13.1% | $3,179-48.2% | $2,148-23.4% |
| Participant deferral / active EE | $3,565 | $2,331+53.0% | $4,168-14.5% | $3,539+0.7% |
| Admin fee / account holder | $129 | $361-64.2% | $7,088-98.2% | $142-9.2% |