Filed February 15, 2013
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: OXFORD FINANCIAL GROUP LTD Service code 28 · EIN 35-1588335 | Investment Management | $22,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,563 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,735 | $65,118-34.4% | $76,768-44.3% | $55,725-23.3% |
| Participation rate | 96.0% | 79.6%+16.4pp | 77.0%+19.1pp | 70.9%+25.2pp |
| Annual return | -3.61% | -1.27%-2.3pp | 2.43%-6.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $883 | $1,941-54.5% | $2,485-64.5% | $2,078-57.5% |
| Participant deferral / active EE | $2,025 | $3,688-45.1% | $3,852-47.4% | $3,356-39.6% |
| Admin fee / account holder | $33 | $116-71.4% | $6,675-99.5% | $115-71.2% |