Filed November 19, 2008
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: CHARLES SCHWAB BANK/ TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $12,317 |
USI CONSULTING GROUP2+ years Filed as: KIBBLE & PRENTICE HOLIDING COMPANY Service code 15 · EIN 91-1176315 601 UNION STREET · SEATTLE, WA 98101 | Recordkeeping | $10,965 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,940 | $50,106+91.5% | $70,014+37.0% | $57,658+66.4% |
| Participation rate | 38.2% | 70.9%-32.6pp | 71.8%-33.6pp | 70.2%-32.0pp |
| Annual return | 6.73% | 14.58%-7.9pp | 12.99%-6.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $433 | $1,739-75.1% | $2,338-81.5% | $1,974-78.0% |
| Participant deferral / active EE | $2,170 | $2,486-12.7% | $2,931-26.0% | $3,061-29.1% |
| Admin fee / account holder | $32 | $89-63.8% | $4,380-99.3% | $95-65.9% |