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.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $65,213 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $28,117 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8,464 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,225 | $89,274+11.1% | $149,718-33.7% | $77,958+27.3% |
| Participation rate | 99.3% | 87.6%+11.7pp | 87.1%+12.2pp | 71.6%+27.6pp |
| Annual return | 14.54% | 20.36%-5.8pp | 1501.63%-1487.1pp | 20.87%-6.3pp |
| Employer contribution / active EE | $1,978 | $3,727-46.9% | $5,445-63.7% | $2,310-14.4% |
| Participant deferral / active EE | $4,702 | $5,382-12.6% | $6,569-28.4% | $3,537+33.0% |
| Admin fee / account holder | $14 | $240-94.2% | $11,283-99.9% | $97-85.8% |