Filed June 18, 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $243,162 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 28 · EIN 34-1753575 | Investment Management | $73,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,341,169 | $241,101+456.3% | $103,374+1197.4% | $199,768+571.4% |
| Participation rate | 0.0% | 78.3%-78.3pp | 74.5%-74.5pp | 72.0%-72.0pp |
| Annual return | 13.76% | 17.80%-4.0pp | 24.89%-11.1pp | 34.26%-20.5pp |
| Employer contribution / active EE | $3,067 | $4,244-27.7% | $3,869-20.7% | $3,037+1.0% |
| Participant deferral / active EE | $5,611 | $3,958+41.8% | $5,058+10.9% | $5,090+10.2% |
| Admin fee / account holder | $1,801 | $288+526.1% | $8,394-78.5% | $269+569.5% |