Filed June 11, 2013
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 |
|---|---|---|
Service code 27 · EIN 55-0846628 | Advisory (Plan) | $18,172 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $9,173 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,395 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,671 | $122,239+120.6% | $184,203+46.4% | $74,495+262.0% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.2pp |
| Annual return | 15.02% | 19.95%-4.9pp | 28.81%-13.8pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $8,698 | $4,537+91.7% | $6,427+35.3% | $2,623+231.6% |
| Participant deferral / active EE | $7,422 | $7,139+4.0% | $9,131-18.7% | $4,346+70.8% |
| Admin fee / account holder | $114 | $1,260-91.0% | $13,901-99.2% | $1,942-94.2% |