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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $41,515 |
HIGHLAND CONSULTING ASSOCIATES4+ years Service code 28 · EIN 34-1753575 | Investment Management | $12,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,210 | $84,784+4.0% | $98,439-10.4% | $74,419+18.5% |
| Participation rate | 74.0% | 81.5%-7.5pp | 75.2%-1.1pp | 70.7%+3.3pp |
| Annual return | 17.14% | 20.59%-3.4pp | 21.16%-4.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,531 | $3,364-24.8% | $3,048-17.0% | $2,637-4.0% |
| Participant deferral / active EE | $4,314 | $5,218-17.3% | $4,738-8.9% | $4,528-4.7% |
| Admin fee / account holder | $197 | $204-3.4% | $8,948-97.8% | $348-43.2% |