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: CBIZ FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 52-1396995 | Investment Management | $31,368 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,318 | $73,404+87.1% | $87,100+57.7% | $67,579+103.2% |
| Participation rate | 97.2% | 80.9%+16.4pp | 76.9%+20.4pp | 71.3%+26.0pp |
| Annual return | 21.09% | 48.29%-27.2pp | 28.19%-7.1pp | 378.56%-357.5pp |
| Employer contribution / active EE | $7,503 | $2,014+272.6% | $2,521+197.6% | $2,148+249.4% |
| Participant deferral / active EE | $9,337 | $3,913+138.6% | $4,049+130.6% | $3,539+163.8% |
| Admin fee / account holder | $45 | $142-68.0% | $7,497-99.4% | $142-68.2% |