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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $18,843 |
HIGHLAND CONSULTING ASSOCIATES9+ years Service code 28 · EIN 34-1753575 | Investment Management | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,550 | $88,480-41.7% | $96,683-46.7% | $80,160-35.7% |
| Participation rate | 17.7% | 79.9%-62.2pp | 74.3%-56.6pp | 72.9%-55.2pp |
| Annual return | 17.34% | 22.53%-5.2pp | 35.69%-18.4pp | 40.38%-23.0pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $693 | $3,959-82.5% | $4,878-85.8% | $5,017-86.2% |
| Admin fee / account holder | $83 | $212-60.8% | $6,730-98.8% | $145-42.8% |