Filed April 18, 2016
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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,803 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,475 |
CITIBANK1+ years Filed as: CITIBANK N.A. Service code 49 | Other Services | $0 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP PRIV EQ PTR OFF CL B Service code 49 · EIN 13-5266470 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,932 | $50,464+201.1% | $75,781+100.5% | $52,331+190.3% |
| Participation rate | 88.1% | 66.8%+21.3pp | 75.8%+12.3pp | 68.1%+20.0pp |
| Annual return | -0.53% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $887 | $1,988-55.4% | $3,323-73.3% | $1,882-52.9% |
| Participant deferral / active EE | $7,386 | $2,570+187.4% | $3,651+102.3% | $3,022+144.4% |
| Admin fee / account holder | $501 | $1,103-54.6% | $5,299-90.5% | $592-15.3% |