Filed April 18, 2017
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 |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,467 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,736 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $193,276 | $160,088+20.7% | $112,977+71.1% | $73,409+163.3% |
| Participation rate | 97.9% | 90.7%+7.2pp | 82.6%+15.4pp | 72.2%+25.8pp |
| Annual return | 18.31% | 17.93%+0.4pp | 24.24%-5.9pp | 59.29%-41.0pp |
| Employer contribution / active EE | $11,471 | $5,200+120.6% | $4,255+169.6% | $2,234+413.6% |
| Participant deferral / active EE | $11,441 | $8,024+42.6% | $5,836+96.0% | $3,805+200.6% |
| Admin fee / account holder | $117 | $133-11.5% | $6,294-98.1% | $158-25.6% |