Filed June 18, 2014
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 5-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $20,593 |
HIGHLAND CONSULTING ASSOCIATES1+ years Service code 28 · EIN 34-1753575 | Investment Management | $10,542 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $104,217 | $85,135+22.4% | $98,907+5.4% | $73,409+42.0% |
| Participation rate | 94.6% | 81.1%+13.5pp | 76.0%+18.6pp | 72.2%+22.4pp |
| Annual return | 0.00% | 19.14%-19.1pp | 196.43%-196.4pp | 59.29%-59.3pp |
| Employer contribution / active EE | $3,648 | $2,721+34.1% | $2,689+35.7% | $2,234+63.3% |
| Participant deferral / active EE | $5,795 | $4,349+33.2% | $4,244+36.5% | $3,805+52.3% |
| Admin fee / account holder | $103 | $139-26.2% | $6,642-98.5% | $158-34.9% |