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 27 · EIN 45-4118952 | Advisory (Plan) | $15,259 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,325 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,819 | $58,101+6.4% | $118,925-48.0% | $73,409-15.8% |
| Participation rate | 44.6% | 56.1%-11.6pp | 75.4%-30.8pp | 72.2%-27.6pp |
| Annual return | 14.13% | 20.56%-6.4pp | 35.88%-21.8pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,336 | $1,445-7.5% | $3,263-59.0% | $2,234-40.2% |
| Participant deferral / active EE | $2,924 | $2,400+21.8% | $4,265-31.5% | $3,805-23.2% |
| Admin fee / account holder | $52 | $138-62.0% | $6,581-99.2% | $158-66.8% |