Filed June 29, 2010
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 19 | Securities Custodian | $1 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 49 · EIN 94-1737782 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,592 | $37,196+6.4% | $154,107-74.3% | $55,725-29.0% |
| Participation rate | 73.8% | 64.1%+9.7pp | 83.0%-9.3pp | 70.9%+2.9pp |
| Annual return | -5.18% | 1319.68%-1324.9pp | 735.12%-740.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,484 | $1,614-8.1% | $5,298-72.0% | $2,078-28.6% |
| Participant deferral / active EE | $2,786 | $2,068+34.7% | $5,081-45.2% | $3,356-17.0% |
| Admin fee / account holder | $377 | $102+271.2% | $13,411-97.2% | $115+227.4% |