Filed February 15, 2011
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 |
|---|---|---|
PENSION CORPORATION OF AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $62,526 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $13,419 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $0 |
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 | $41,409 | $46,423-10.8% | $75,886-45.4% | $67,579-38.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 23.23% | 32.29%-9.1pp | 30.76%-7.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,646 | $1,406+17.0% | $2,500-34.2% | $2,148-23.4% |
| Participant deferral / active EE | $2,603 | $2,564+1.5% | $3,603-27.8% | $3,539-26.5% |
| Admin fee / account holder | $121 | $132-8.5% | $5,418-97.8% | $142-15.3% |