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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,227 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,191 | $130,655+37.9% | $93,789+92.1% | $64,808+178.0% |
| Participation rate | 97.9% | 84.9%+13.0pp | 81.0%+17.0pp | 71.5%+26.4pp |
| Annual return | -14.74% | -14.04%-0.7pp | -11.33%-3.4pp | 32.82%-47.6pp |
| Employer contribution / active EE | $13,081 | $5,594+133.8% | $4,323+202.6% | $2,506+422.0% |
| Participant deferral / active EE | $13,196 | $8,067+63.6% | $6,094+116.5% | $4,310+206.1% |
| Admin fee / account holder | $191 | $140+36.5% | $7,195-97.3% | $188+1.9% |