Filed January 23, 2017 (most recent of 4 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $141,137 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,901 | $45,382+10.0% | $154,107-67.6% | $75,289-33.7% |
| Participation rate | 87.5% | 65.9%+21.6pp | 83.0%+4.5pp | 72.4%+15.1pp |
| Annual return | -1.91% | -0.47%-1.4pp | 735.12%-737.0pp | -0.04%-1.9pp |
| Employer contribution / active EE | $1,851 | $1,533+20.8% | $5,298-65.1% | $2,405-23.0% |
| Participant deferral / active EE | $3,398 | $2,384+42.5% | $5,081-33.1% | $3,739-9.1% |
| Admin fee / account holder | $38 | $89-57.6% | $13,411-99.7% | $102-63.0% |