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 AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $84,533 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $32,960 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,572 | $44,764-16.1% | $68,791-45.4% | $64,808-42.0% |
| Participation rate | 99.6% | 64.8%+34.8pp | 69.0%+30.5pp | 71.5%+28.1pp |
| Annual return | -14.88% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,865 | $1,775+5.0% | $2,655-29.8% | $2,506-25.6% |
| Participant deferral / active EE | $2,870 | $3,238-11.4% | $3,941-27.2% | $4,310-33.4% |
| Admin fee / account holder | $150 | $151-0.8% | $4,932-97.0% | $188-20.1% |