Filed July 18, 2013
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 |
|---|---|---|
ELLWOOD ASSOCIATES1 year Filed as: J.H. ELLWOOD & ASSOCIATES INC Service code 16 · EIN 36-3121777 | Consulting | $56,235 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,002 |
MAHER DUESSEL1 year Filed as: MAHER HOFFMAN MCCANN, PC Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $10,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,869 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2 |
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 | $199,619 | $46,173+332.3% | $170,442+17.1% | $69,631+186.7% |
| Participation rate | 95.2% | 63.9%+31.3pp | 83.6%+11.6pp | 70.7%+24.5pp |
| Annual return | 17.28% | 21.62%-4.3pp | 205.93%-188.7pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $11,359 | $1,610+605.7% | $5,433+109.1% | $2,032+459.0% |
| Participant deferral / active EE | $7,728 | $2,080+271.5% | $4,939+56.4% | $3,224+139.7% |
| Admin fee / account holder | $87 | $116-25.3% | $13,880-99.4% | $110-21.6% |