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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $109,330 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 28 · EIN 34-1753575 | Investment Management | $53,798 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,980 | $54,392+48.9% | $84,750-4.4% | $63,975+26.6% |
| Participation rate | 88.8% | 76.9%+12.0pp | 76.6%+12.2pp | 71.1%+17.7pp |
| Annual return | 6.73% | 611.38%-604.6pp | 22.78%-16.1pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,705 | $2,943-8.1% | $3,574-24.3% | $2,182+24.0% |
| Participant deferral / active EE | $4,098 | $2,593+58.1% | $3,712+10.4% | $3,356+22.1% |
| Admin fee / account holder | $121 | $136-10.6% | $5,332-97.7% | $70+72.4% |