Filed December 4, 2012 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $198,377 |
GREERWALKER LLP1+ years Filed as: GREER & WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $78,000 |
AON CONSULTING1+ years Filed as: AON INVESTMENT CONSULTING Service code 28 · EIN 59-2706923 | Investment Management | $72,443 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $15,411 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,718 | $71,957-7.3% | $67,652-1.4% | $59,188+12.7% |
| Participation rate | 97.1% | 82.7%+14.5pp | 75.7%+21.5pp | 69.4%+27.7pp |
| Annual return | -0.22% | 8.53%-8.7pp | 6625.04%-6625.3pp | 5.51%-5.7pp |
| Employer contribution / active EE | $3,811 | $2,432+56.7% | $2,266+68.2% | $2,098+81.6% |
| Participant deferral / active EE | $4,563 | $4,211+8.4% | $3,560+28.2% | $3,265+39.8% |
| Admin fee / account holder | $93 | $64+45.7% | $4,821-98.1% | $92+1.4% |