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., LLC4+ years Service code 11 · EIN 11-2836994 | Actuarial | $20,223 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,365 |
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 | $39,547 | $70,083-43.6% | $59,878-34.0% | $55,725-29.0% |
| Participation rate | 55.7% | 78.4%-22.7pp | 74.7%-19.0pp | 70.9%-15.2pp |
| Annual return | -4.18% | 3.13%-7.3pp | 3.46%-7.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,894 | $2,878-34.2% | $2,722-30.4% | $2,078-8.9% |
| Participant deferral / active EE | $3,905 | $3,079+26.8% | $3,402+14.8% | $3,356+16.4% |
| Admin fee / account holder | $7 | $70-89.5% | $3,590-99.8% | $115-93.6% |