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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $122,811 |
CAPFINANCIAL PARTNERS LLC3 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 | $166,260 | $111,072+49.7% | $156,263+6.4% | $102,872+61.6% |
| Participation rate | 98.4% | 80.1%+18.2pp | 78.9%+19.4pp | 73.0%+25.3pp |
| Annual return | 18.50% | 16.98%+1.5pp | 59.47%-41.0pp | 19.06%-0.6pp |
| Employer contribution / active EE | $14,576 | $4,017+262.8% | $4,333+236.4% | $3,526+313.3% |
| Participant deferral / active EE | $13,784 | $5,455+152.7% | $6,158+123.8% | $5,535+149.0% |
| Admin fee / account holder | $88 | $120-27.2% | $14,255-99.4% | $292-70.0% |