Filed January 16, 2015 (most recent of 2 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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 28 · EIN 94-1737782 | Investment Management | $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 | $471,070 | $182,927+157.5% | $200,582+134.9% | $117,739+300.1% |
| Participation rate | 97.3% | 92.5%+4.8pp | 86.9%+10.4pp | 76.6%+20.6pp |
| Annual return | 15.24% | 15.76%-0.5pp | 42.33%-27.1pp | 17.29%-2.0pp |
| Employer contribution / active EE | $21,825 | $5,985+264.7% | $6,419+240.0% | $3,746+482.6% |
| Participant deferral / active EE | $13,850 | $9,711+42.6% | $9,331+48.4% | $6,128+126.0% |
| Admin fee / account holder | $0 | $95-100.0% | $16,305-100.0% | $112-100.0% |