Filed September 11, 2012
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 |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $27,238 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,700 | $74,552-44.1% | $62,995-33.8% | $69,631-40.1% |
| Participation rate | 62.5% | 78.3%-15.8pp | 74.8%-12.4pp | 70.7%-8.2pp |
| Annual return | 30.20% | 15.77%+14.4pp | 87.57%-57.4pp | 27571.02%-27540.8pp |
| Employer contribution / active EE | $2,071 | $2,929-29.3% | $2,759-24.9% | $2,032+1.9% |
| Participant deferral / active EE | $4,362 | $2,974+46.7% | $3,329+31.0% | $3,224+35.3% |
| Admin fee / account holder | $75 | $59+27.0% | $3,600-97.9% | $110-31.7% |