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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $153,684 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $75,995 |
GREERWALKER LLP3+ years Filed as: GREER & WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $27,500 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $9,579 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3+ 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 | $82,900 | $88,730-6.6% | $82,313+0.7% | $77,958+6.3% |
| Participation rate | 96.3% | 84.5%+11.8pp | 76.9%+19.4pp | 71.6%+24.7pp |
| Annual return | 19.15% | 20.88%-1.7pp | 25.88%-6.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $4,243 | $2,758+53.8% | $2,428+74.7% | $2,310+83.6% |
| Participant deferral / active EE | $5,125 | $4,634+10.6% | $3,706+38.3% | $3,537+44.9% |
| Admin fee / account holder | $63 | $74-14.2% | $5,608-98.9% | $97-34.9% |