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 | $134,332 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $58,739 | $47,456+23.8% | $172,739-66.0% | $77,787-24.5% |
| Participation rate | 88.5% | 66.3%+22.3pp | 82.6%+5.9pp | 73.2%+15.3pp |
| Annual return | 20.03% | 35.57%-15.5pp | 802.84%-782.8pp | 32.57%-12.5pp |
| Employer contribution / active EE | $2,335 | $1,574+48.4% | $5,143-54.6% | $2,504-6.8% |
| Participant deferral / active EE | $3,797 | $2,560+48.4% | $5,198-26.9% | $3,967-4.3% |
| Admin fee / account holder | $36 | $81-54.9% | $13,954-99.7% | $100-63.6% |