Filed November 17, 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.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $56 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,375 | $52,293+126.4% | $178,490-33.7% | $73,409+61.3% |
| Participation rate | 98.9% | 65.3%+33.6pp | 81.9%+17.0pp | 72.2%+26.7pp |
| Annual return | 13.43% | 34.75%-21.3pp | 151.07%-137.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $3,364 | $1,735+93.9% | $5,011-32.9% | $2,234+50.6% |
| Participant deferral / active EE | $8,502 | $2,332+264.5% | $5,202+63.4% | $3,805+123.4% |
| Admin fee / account holder | $10 | $127-91.9% | $13,984-99.9% | $158-93.5% |