Filed September 12, 2013 (most recent of 2 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 |
|---|---|---|
CHIMENTO AND WEBB PC1 year Service code 29 · EIN 47-1507939 | Legal | $95,790 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERIVCES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,029 |
P-SOLVE1 year Filed as: P-SOLVE LLC Service code 28 · EIN 04-3513306 | Investment Management | $65,355 |
Filed as: THE ANGELL PENSION GOUP, INC. Service code 28 · EIN 04-2530412 | Investment Management | $64,943 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $64,800 |
Filed as: BANK OF AMERICA, INC. Service code 18 · EIN 94-1687665 | Custodial (other than securities); Tr... | $18,388 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 16.26% | 79.68%-63.4pp | 16.78%-0.5pp | 23.90%-7.6pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |