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 AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $83,219 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $34,335 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,913 | $58,347-21.3% | $85,682-46.4% | $86,799-47.1% |
| Participation rate | 98.1% | 64.9%+33.2pp | 69.9%+28.3pp | 72.3%+25.9pp |
| Annual return | 16.31% | 18.43%-2.1pp | 21.49%-5.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $1,665 | $1,751-4.9% | $2,618-36.4% | $2,405-30.8% |
| Participant deferral / active EE | $2,615 | $3,065-14.7% | $3,923-33.3% | $4,131-36.7% |
| Admin fee / account holder | $164 | $147+11.4% | $6,873-97.6% | $170-3.2% |