Filed May 7, 2015 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $55,948 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $16,315 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $12,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,669 | $80,354+10.3% | $133,980-33.8% | $63,975+38.6% |
| Participation rate | 97.8% | 87.5%+10.3pp | 87.1%+10.7pp | 71.1%+26.6pp |
| Annual return | 19.65% | 13.11%+6.5pp | 29.30%-9.7pp | 48.65%-29.0pp |
| Employer contribution / active EE | $1,864 | $3,503-46.8% | $5,211-64.2% | $2,182-14.6% |
| Participant deferral / active EE | $4,381 | $5,239-16.4% | $6,282-30.3% | $3,356+30.5% |
| Admin fee / account holder | $8 | $69-88.6% | $9,324-99.9% | $70-88.8% |