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 INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $60,317 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,745 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $5,370 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $146,360 | $99,078+47.7% | $96,544+51.6% | $74,419+96.7% |
| Participation rate | 94.3% | 80.7%+13.7pp | 76.0%+18.4pp | 70.7%+23.6pp |
| Annual return | 20.36% | 22.48%-2.1pp | 25.84%-5.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $7,334 | $2,570+185.3% | $2,965+147.3% | $2,637+178.1% |
| Participant deferral / active EE | $8,070 | $4,933+63.6% | $4,851+66.4% | $4,528+78.2% |
| Admin fee / account holder | $101 | $225-54.8% | $8,252-98.8% | $348-70.8% |