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) | $20,236 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $10,629 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,139 |
CHARLES SCHWAB & CO., INC.6 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 | $289,089 | $132,049+118.9% | $200,582+44.1% | $74,304+289.1% |
| Participation rate | 97.3% | 84.1%+13.3pp | 86.9%+10.4pp | 60.3%+37.0pp |
| Annual return | 14.39% | 22.22%-7.8pp | 42.33%-27.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $8,567 | $4,558+88.0% | $6,419+33.5% | $2,241+282.2% |
| Participant deferral / active EE | $7,350 | $7,213+1.9% | $9,331-21.2% | $3,767+95.1% |
| Admin fee / account holder | $129 | $2,405-94.6% | $16,305-99.2% | $2,969-95.7% |