Filed February 11, 2011 (most recent of 3 filings on file)
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 11 · EIN 13-3689044 | Actuarial | $207,484 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 211 MAIN ST · SAN FRANCISCO, CA 941051965 | Recordkeeping | $54,767 |
Filed as: COMMUNITY TRUST BANK Service code 15 · EIN 61-6209147 | Recordkeeping | $33,622 |
AON CONSULTING1 year Service code 11 PO BOX 95135 · CHICAGO, IL 60694 | Actuarial | $16,283 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.98% | 26.60%-16.6pp | 10.16%-0.2pp | 17.84%-7.9pp |
| Employer contribution / active EE | $2,781 | $7,232-61.5% | $33,192-91.6% | $14,688-81.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |