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 FINANICAL SOLUTIONS,INC. Service code 28 · EIN 81-3968784 | Investment Management | $23,049 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,171 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,394 | $72,254+91.5% | $86,677+59.7% | $64,808+113.5% |
| Participation rate | 96.8% | 80.4%+16.4pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -18.14% | 392.42%-410.6pp | 35.91%-54.1pp | 32.82%-51.0pp |
| Employer contribution / active EE | $7,451 | $2,393+211.4% | $2,836+162.7% | $2,506+197.4% |
| Participant deferral / active EE | $8,701 | $4,658+86.8% | $4,656+86.9% | $4,310+101.9% |
| Admin fee / account holder | $51 | $174-70.9% | $7,493-99.3% | $188-73.0% |