Filed June 8, 2009
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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $348,404 |
COHNREZNICK LLP10+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $25,000 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $337 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,500 | $2,679,533-96.5% | $164,813-42.7% | $199,593-52.7% |
| Participation rate | 95.8% | 78.3%+17.5pp | 78.6%+17.2pp | 72.0%+23.8pp |
| Annual return | 13.76% | 17.93%-4.2pp | 69.93%-56.2pp | 34.25%-20.5pp |
| Employer contribution / active EE | $3,396 | $2,970+14.4% | $4,341-21.8% | $3,034+11.9% |
| Participant deferral / active EE | $6,499 | $5,010+29.7% | $6,031+7.7% | $5,087+27.8% |
| Admin fee / account holder | $127 | $1,982-93.6% | $12,690-99.0% | $269-52.7% |