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 | $118,794 |
AON CONSULTING6 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $45,753 |
GREERWALKER LLP2 years Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $41,100 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $7,674 |
CHARLES SCHWAB & CO., INC.3 years 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 | $90,063 | $130,141-30.8% | $86,677+3.9% | $77,904+15.6% |
| Participation rate | 96.1% | 85.9%+10.1pp | 76.6%+19.5pp | 73.7%+22.4pp |
| Annual return | -21.88% | -12.75%-9.1pp | 35.91%-57.8pp | 12.21%-34.1pp |
| Employer contribution / active EE | $6,194 | $3,220+92.3% | $2,836+118.4% | $2,848+117.5% |
| Participant deferral / active EE | $7,896 | $5,757+37.1% | $4,656+69.6% | $4,806+64.3% |
| Admin fee / account holder | $65 | $132-50.7% | $7,493-99.1% | $133-51.0% |