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 | $47,215 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,244 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,536 |
CHARLES SCHWAB & CO., INC.6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,716 | $52,122-14.2% | $104,294-57.1% | $64,808-31.0% |
| Participation rate | 47.0% | 56.0%-9.1pp | 73.3%-26.3pp | 71.5%-24.5pp |
| Annual return | -16.01% | 13.26%-29.3pp | 24.61%-40.6pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,899 | $1,627+16.7% | $3,372-43.7% | $2,506-24.2% |
| Participant deferral / active EE | $4,014 | $2,823+42.2% | $4,625-13.2% | $4,310-6.9% |
| Admin fee / account holder | $159 | $155+2.5% | $7,339-97.8% | $188-15.6% |