Filed March 26, 2012
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 15 · EIN 16-1450952 | Recordkeeping | $74,477 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $15,598 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,558 | $52,626-21.0% | $98,442-57.8% | $93,030-55.3% |
| Participation rate | 55.5% | 65.3%-9.8pp | 73.3%-17.8pp | 73.9%-18.4pp |
| Annual return | 14.90% | 16.95%-2.0pp | 1492.73%-1477.8pp | 158.70%-143.8pp |
| Employer contribution / active EE | $928 | $1,894-51.0% | $2,960-68.6% | $2,706-65.7% |
| Participant deferral / active EE | $1,427 | $2,907-50.9% | $4,276-66.6% | $4,562-68.7% |
| Admin fee / account holder | $75 | $102-26.8% | $5,949-98.7% | $152-50.6% |