Filed October 11, 2014
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 15 · EIN 13-5674085 | Recordkeeping | $66,956 |
ADP BROKER-DEALER5 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,779 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage | $27 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 49 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,070 | $95,274-22.3% | $135,903-45.5% | $74,419-0.5% |
| Participation rate | 92.9% | 78.2%+14.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 15.54% | 32.77%-17.2pp | 68.23%-52.7pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,567 | $3,874-33.7% | $4,856-47.1% | $2,637-2.7% |
| Participant deferral / active EE | $7,200 | $7,782-7.5% | $7,758-7.2% | $4,528+59.0% |
| Admin fee / account holder | $138 | $266-48.0% | $10,762-98.7% | $348-60.2% |