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 | $20,644 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 28 · EIN 34-1753575 | Investment Management | $6,362 |
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 | $56,419 | $241,101-76.6% | $103,333-45.4% | $199,593-71.7% |
| Participation rate | 15.4% | 78.3%-62.9pp | 74.5%-59.1pp | 72.0%-56.6pp |
| Annual return | 14.64% | 17.80%-3.2pp | 24.88%-10.2pp | 34.25%-19.6pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $661 | $3,958-83.3% | $5,057-86.9% | $5,087-87.0% |
| Admin fee / account holder | $83 | $288-71.0% | $8,355-99.0% | $269-69.0% |