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.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $72,074 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,806 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $12,805 |
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 | $143,438 | $122,693+16.9% | $184,203-22.1% | $199,593-28.1% |
| Participation rate | 99.1% | 86.8%+12.3pp | 86.8%+12.3pp | 72.0%+27.1pp |
| Annual return | 15.84% | 143.91%-128.1pp | 28.81%-13.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $3,464 | $4,584-24.4% | $6,427-46.1% | $3,034+14.2% |
| Participant deferral / active EE | $6,741 | $7,990-15.6% | $9,131-26.2% | $5,087+32.5% |
| Admin fee / account holder | $10 | $121-91.6% | $13,901-99.9% | $269-96.2% |