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 TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $64,461 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $23,478 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $7,523 |
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 | $117,505 | $95,918+22.5% | $151,611-22.5% | $77,904+50.8% |
| Participation rate | 99.1% | 88.7%+10.3pp | 87.5%+11.6pp | 73.7%+25.4pp |
| Annual return | -14.37% | -5.50%-8.9pp | 3.33%-17.7pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,164 | $4,330-26.9% | $6,166-48.7% | $2,848+11.1% |
| Participant deferral / active EE | $6,392 | $7,508-14.9% | $8,363-23.6% | $4,806+33.0% |
| Admin fee / account holder | $10 | $93-89.2% | $11,616-99.9% | $133-92.4% |