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 | $86,332 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $60,538 |
GREERWALKER LLP1 year Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $38,000 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $6,376 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $120,429 | $144,996-16.9% | $111,297+8.2% | $93,030+29.5% |
| Participation rate | 97.4% | 86.2%+11.2pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 14.27% | 18.26%-4.0pp | 54.65%-40.4pp | 158.70%-144.4pp |
| Employer contribution / active EE | $5,498 | $3,056+79.9% | $2,731+101.3% | $2,706+103.2% |
| Participant deferral / active EE | $7,284 | $5,587+30.4% | $4,487+62.3% | $4,562+59.6% |
| Admin fee / account holder | $58 | $103-43.8% | $7,964-99.3% | $152-61.7% |