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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,082 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $63,126 |
GREERWALKER LLP4+ years Filed as: GREER & WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $32,500 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $11,882 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.4+ 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 | $75,759 | $78,852-3.9% | $76,768-1.3% | $75,289+0.6% |
| Participation rate | 94.4% | 85.0%+9.5pp | 77.0%+17.5pp | 72.4%+22.0pp |
| Annual return | -5.38% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $4,406 | $2,794+57.7% | $2,485+77.3% | $2,405+83.2% |
| Participant deferral / active EE | $5,683 | $4,800+18.4% | $3,852+47.5% | $3,739+52.0% |
| Admin fee / account holder | $55 | $79-30.9% | $6,675-99.2% | $102-46.6% |