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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 64 · EIN 36-3109431 | Recordkeeping Fees | $284,225 |
AGILIS PARTNERS LLC3 years Service code 28 · EIN 04-3513306 | Investment Management | $206,110 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $97,500 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $85,000 |
COHNREZNICK LLP8 years Service code 10 · EIN 22-1478099 | Accounting | $38,850 |
CHIMENTO AND WEBB PC8 years Service code 29 · EIN 47-1507939 | Legal | $17,468 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | 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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.48% | 7.96%-1.5pp | 5.17%+1.3pp | 8.76%-2.3pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,422-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |