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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $159,936 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $62,896 |
GREERWALKER LLP5+ years Filed as: GREER & WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $43,700 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,784 |
CHARLES SCHWAB & CO., INC.5+ 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 | $91,028 | $105,247-13.5% | $87,100+4.5% | $77,787+17.0% |
| Participation rate | 97.6% | 85.8%+11.8pp | 76.9%+20.8pp | 73.2%+24.4pp |
| Annual return | 21.37% | 24.52%-3.1pp | 28.19%-6.8pp | 32.57%-11.2pp |
| Employer contribution / active EE | $4,734 | $2,895+63.6% | $2,521+87.8% | $2,504+89.0% |
| Participant deferral / active EE | $6,178 | $5,060+22.1% | $4,049+52.6% | $3,967+55.7% |
| Admin fee / account holder | $66 | $104-37.1% | $7,497-99.1% | $100-34.3% |