Filed October 21, 2015 (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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $909,671 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO Service code 28 · EIN 94-1737782 | Investment Management | $346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,417 | $53,684-75.0% | $170,442-92.1% | $80,976-83.4% |
| Participation rate | 95.9% | 69.2%+26.8pp | 83.6%+12.4pp | 68.3%+27.7pp |
| Annual return | 18.06% | 25.97%-7.9pp | 205.93%-187.9pp | 22.91%-4.9pp |
| Employer contribution / active EE | $3,013 | $1,642+83.5% | $5,433-44.5% | $2,402+25.4% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $65 | $46+39.8% | $13,880-99.5% | $67-3.9% |