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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $78,172 |
HIGHLAND CONSULTING ASSOCIATES3+ years Service code 28 · EIN 34-1753575 | Investment Management | $56,297 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | 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 | $89,744 | $221,442-59.5% | $92,233-2.7% | $77,958+15.1% |
| Participation rate | 90.6% | 79.6%+11.0pp | 76.5%+14.1pp | 71.6%+18.9pp |
| Annual return | 19.41% | 15.65%+3.8pp | 176.28%-156.9pp | 20.87%-1.5pp |
| Employer contribution / active EE | $2,705 | $3,226-16.2% | $3,679-26.5% | $2,310+17.1% |
| Participant deferral / active EE | $4,361 | $2,779+56.9% | $3,897+11.9% | $3,537+23.3% |
| Admin fee / account holder | $92 | $210-55.9% | $5,194-98.2% | $97-5.1% |