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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $47,991 |
HIGHLAND CONSULTING ASSOCIATES3+ years Service code 28 · EIN 34-1753575 | Investment Management | $9,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,667 | $81,908-1.5% | $90,749-11.1% | $64,808+24.5% |
| Participation rate | 92.5% | 80.5%+12.0pp | 75.7%+16.8pp | 71.5%+21.0pp |
| Annual return | -17.22% | -12.53%-4.7pp | -12.16%-5.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,316 | $3,065+8.2% | $2,921+13.5% | $2,506+32.3% |
| Participant deferral / active EE | $5,839 | $4,840+20.6% | $4,564+27.9% | $4,310+35.5% |
| Admin fee / account holder | $162 | $157+3.2% | $8,445-98.1% | $188-13.7% |