Filed March 17, 2017 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB TRUST Service code 19 · EIN 42-1558009 | Securities Custodian | $40,365 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $4,761 |
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 | $110,342 | $76,173+44.9% | $81,382+35.6% | $199,593-44.7% |
| Participation rate | 87.3% | 76.3%+11.1pp | 69.5%+17.8pp | 72.0%+15.3pp |
| Annual return | 13.58% | 15.59%-2.0pp | 24.73%-11.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $3,316 | $2,792+18.8% | $2,463+34.6% | $3,034+9.3% |
| Participant deferral / active EE | $5,368 | $4,201+27.8% | $3,883+38.2% | $5,087+5.5% |
| Admin fee / account holder | $3 | $146-98.2% | $5,768-100.0% | $269-99.0% |