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 AMERICA10+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $115,703 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $40,330 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 52 · EIN 82-3967259 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,682 | $55,416-12.2% | $75,972-35.9% | $77,643-37.3% |
| Participation rate | 98.6% | 63.6%+35.0pp | 69.1%+29.6pp | 70.6%+28.0pp |
| Annual return | 13.35% | 17.07%-3.7pp | 359.55%-346.2pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,899 | $1,788+6.2% | $2,685-29.3% | $2,726-30.3% |
| Participant deferral / active EE | $2,998 | $3,447-13.0% | $4,255-29.5% | $4,647-35.5% |
| Admin fee / account holder | $191 | $414-54.0% | $6,467-97.1% | $430-55.7% |