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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $43,804 |
HIGHLAND CONSULTING ASSOCIATES5+ years Service code 28 · EIN 34-1753575 | Investment Management | $15,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,932 | $92,055+4.2% | $106,213-9.7% | $77,643+23.6% |
| Participation rate | 91.5% | 81.0%+10.5pp | 75.3%+16.2pp | 70.6%+21.0pp |
| Annual return | 13.73% | 17.91%-4.2pp | 116.14%-102.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,988 | $3,367-11.3% | $3,171-5.8% | $2,726+9.6% |
| Participant deferral / active EE | $5,123 | $5,386-4.9% | $5,016+2.1% | $4,647+10.2% |
| Admin fee / account holder | $140 | $219-36.0% | $11,033-98.7% | $430-67.4% |