Filed March 3, 2011 (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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,333 |
BANCO POPULAR DE PUERTO RICO3+ years Service code 28 · EIN 66-0561870 | Investment Management | $19,141 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $64 |
Participant contribution per participant 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 | $44,188 | $81,537-45.8% | $149,718-70.5% | $69,631-36.5% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.1%+11.1pp | 70.7%+27.5pp |
| Annual return | 17.25% | 22.79%-5.5pp | 1501.63%-1484.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,524 | $3,239-22.1% | $5,445-53.6% | $2,032+24.2% |
| Participant deferral / active EE | $2,639 | $4,994-47.2% | $6,569-59.8% | $3,224-18.1% |
| Admin fee / account holder | $115 | $107+7.5% | $11,283-99.0% | $110+4.0% |