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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $138,451 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $61,636 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $37,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7,076 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,397 | $176,491-40.8% | $95,952+8.8% | $90,288+15.6% |
| Participation rate | 96.8% | 86.6%+10.2pp | 77.1%+19.7pp | 73.4%+23.5pp |
| Annual return | 12.26% | 20.14%-7.9pp | 91.61%-79.4pp | 53.97%-41.7pp |
| Employer contribution / active EE | $5,203 | $2,789+86.6% | $2,541+104.8% | $2,524+106.1% |
| Participant deferral / active EE | $6,774 | $5,340+26.9% | $4,167+62.6% | $4,232+60.1% |
| Admin fee / account holder | $63 | $154-59.2% | $6,795-99.1% | $114-44.9% |