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 AMERICA9+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $101,208 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $35,664 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 59 | Shareholder Servicing | $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 | $42,723 | $49,693-14.0% | $70,515-39.4% | $74,419-42.6% |
| Participation rate | 98.6% | 64.7%+34.0pp | 68.3%+30.3pp | 70.7%+27.9pp |
| Annual return | 17.12% | 21.22%-4.1pp | 32.77%-15.7pp | 34.38%-17.3pp |
| Employer contribution / active EE | $1,882 | $1,773+6.1% | $2,973-36.7% | $2,637-28.6% |
| Participant deferral / active EE | $2,917 | $3,376-13.6% | $4,567-36.1% | $4,528-35.6% |
| Admin fee / account holder | $165 | $316-47.9% | $6,412-97.4% | $348-52.7% |