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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $224,437 |
GREERWALKER LLP2+ years Filed as: GREER & WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $46,500 |
AON CONSULTING2+ years Filed as: AON INVESTMENT CONSULTING Service code 28 · EIN 59-2706923 | Investment Management | $43,354 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11,848 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $7 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $72,388 | $80,211-9.8% | $74,183-2.4% | $63,975+13.2% |
| Participation rate | 97.1% | 84.2%+13.0pp | 76.6%+20.5pp | 71.1%+26.0pp |
| Annual return | 12.07% | 14.13%-2.1pp | 17.74%-5.7pp | 48.65%-36.6pp |
| Employer contribution / active EE | $4,395 | $2,553+72.1% | $2,370+85.4% | $2,182+101.4% |
| Participant deferral / active EE | $4,992 | $4,370+14.2% | $3,550+40.6% | $3,356+48.7% |
| Admin fee / account holder | $80 | $67+18.8% | $5,586-98.6% | $70+13.3% |