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 | $52,876 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $15,342 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,966 |
CHARLES SCHWAB & CO., INC.7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,898 | $57,739+28.0% | $112,229-34.2% | $74,419-0.7% |
| Participation rate | 49.8% | 55.6%-5.8pp | 72.4%-22.6pp | 70.7%-20.9pp |
| Annual return | 18.73% | 19.52%-0.8pp | 30.20%-11.5pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,793 | $1,675+7.0% | $3,430-47.7% | $2,637-32.0% |
| Participant deferral / active EE | $4,200 | $2,891+45.2% | $4,798-12.5% | $4,528-7.3% |
| Admin fee / account holder | $258 | $462-44.1% | $7,748-96.7% | $348-25.7% |