Filed April 18, 2014 (most recent of 3 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 |
|---|---|---|
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $93,462 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,989 | $53,136-47.3% | $155,509-82.0% | $199,593-86.0% |
| Participation rate | 42.7% | 64.1%-21.3pp | 78.2%-35.4pp | 72.0%-29.2pp |
| Annual return | 11.60% | 41.15%-29.6pp | 64.67%-53.1pp | 34.25%-22.7pp |
| Employer contribution / active EE | $761 | $1,851-58.9% | $4,672-83.7% | $3,034-74.9% |
| Participant deferral / active EE | $959 | $3,161-69.7% | $5,626-83.0% | $5,087-81.1% |
| Admin fee / account holder | $136 | $185-26.4% | $15,912-99.1% | $269-49.2% |