Filed July 9, 2012
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 Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $115,825 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $26,748 |
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 | $143,457 | $2,679,533-94.6% | $164,813-13.0% | $199,593-28.1% |
| Participation rate | 97.9% | 78.3%+19.5pp | 78.6%+19.3pp | 72.0%+25.9pp |
| Annual return | 15.80% | 17.93%-2.1pp | 69.93%-54.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $13,778 | $2,970+363.9% | $4,341+217.4% | $3,034+354.1% |
| Participant deferral / active EE | $12,448 | $5,010+148.5% | $6,031+106.4% | $5,087+144.7% |
| Admin fee / account holder | $86 | $1,982-95.6% | $12,690-99.3% | $269-67.9% |