Filed December 14, 2015
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 |
|---|---|---|
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST CO Service code 15 · EIN 42-1558009 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,918 | $38,833+193.4% | $78,778+44.6% | $77,958+46.1% |
| Participation rate | 96.7% | 60.9%+35.8pp | 69.2%+27.5pp | 71.6%+25.1pp |
| Annual return | 21.48% | 20.31%+1.2pp | 35.62%-14.1pp | 20.87%+0.6pp |
| Employer contribution / active EE | $3,950 | $840+370.5% | $1,986+98.9% | $2,310+70.9% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |