Filed December 27, 2013 (most recent of 5 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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,210,502 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $126,875 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,576 | $96,807+8.0% | $164,813-36.5% | $106,382-1.7% |
| Participation rate | 86.7% | 79.1%+7.6pp | 78.6%+8.1pp | 69.9%+16.8pp |
| Annual return | 11.59% | 17.39%-5.8pp | 69.93%-58.3pp | 17.37%-5.8pp |
| Employer contribution / active EE | $2,463 | $2,888-14.7% | $4,341-43.3% | $3,364-26.8% |
| Participant deferral / active EE | $7,178 | $5,055+42.0% | $6,031+19.0% | $5,569+28.9% |
| Admin fee / account holder | $68 | $66+2.7% | $12,690-99.5% | $79-14.7% |